LGWM
AMJ
Litman Gregory Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-320
| Closed | -$8K | – | 244 |
|
|
2019
Q1 | $8K | Hold |
320
| – | – | ﹤0.01% | 111 |
|
|
2018
Q4 | $7K | Hold |
320
| – | – | ﹤0.01% | 123 |
|
|
2018
Q3 | $9K | Sell |
320
-5,250
| -94% | -$148K | ﹤0.01% | 92 |
|
|
2018
Q2 | $148K | Buy |
5,570
+320
| +6% | +$8.5K | 0.06% | 35 |
|
|
2018
Q1 | $126K | Buy |
5,250
+700
| +15% | +$16.8K | 0.05% | 43 |
|
|
2017
Q4 | $125 | Sell |
4,550
-1,000
| -18% | -$27 | 0.04% | 36 |
|
|
2017
Q3 | $157K | Buy |
+5,550
| New | +$157K | 0.08% | 35 |
|
|
2017
Q1 | – | Sell |
-1,500
| Closed | -$47K | – | 48 |
|
|
2016
Q4 | $47K | Hold |
1,500
| – | – | 0.03% | 34 |
|
|
2016
Q3 | $47K | Buy |
+1,500
| New | +$47K | 0.03% | 30 |
|