LGL Partners’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
2018
Q3
Sell
2018
Q2
$330K Sell
2018
Q1
$936K Sell
2017
Q4
$2.45M Buy
2017
Q3
$967K Buy
2017
Q2
$820K Buy
2017
Q1
$823K Buy
2016
Q4
$799K Hold
2016
Q3
$789K Buy
2016
Q2
$691K Sell
2016
Q1
$626K Buy
2015
Q4
$416K Buy