Lenox Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $166K | Buy |
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|
2015
Q3 | $173K | Buy |
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|
2015
Q2 | $148K | Sell |
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|
2015
Q1 | $324K | Buy |
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|
2014
Q4 | $346K | Buy |
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|
2014
Q3 | $398K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $306K | Buy |
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|
2013
Q3 | $286K | Buy |
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|
2013
Q2 | $297K | Buy |
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