LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,030
| Closed | -$284K | – | 194 |
|
|
2019
Q4 | $284K | Buy |
+13,030
| New | +$284K | 0.13% | 129 |
|
|
2017
Q3 | – | Sell |
-6,800
| Closed | -$202K | – | 151 |
|
|
2017
Q2 | $202K | Hold |
6,800
| – | – | 0.14% | 119 |
|
|
2017
Q1 | $220K | Hold |
6,800
| – | – | 0.16% | 114 |
|
|
2016
Q4 | $215K | Buy |
+6,800
| New | +$215K | 0.17% | 112 |
|