KMS Financial Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.56M | Buy |
67,008
+1,560
| +2% | +$82.8K | 0.5% | 44 |
|
|
2014
Q2 | $3.43M | Buy |
65,448
+6,311
| +11% | +$331K | 0.49% | 47 |
|
|
2014
Q1 | $2.75M | Buy |
59,137
+1,479
| +3% | +$68.8K | 0.44% | 51 |
|
|
2013
Q4 | $2.67M | Buy |
57,658
+3,849
| +7% | +$178K | 0.45% | 47 |
|
|
2013
Q3 | $2.4M | Buy |
53,809
+8,041
| +18% | +$359K | 0.58% | 33 |
|
|
2013
Q2 | $2.14M | Buy |
+45,768
| New | +$2.14M | 0.6% | 32 |
|