Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $528K | Hold |
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|
2019
Q1 | $537K | Sell |
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|
2018
Q4 | $512K | Sell |
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|
2018
Q3 | $724K | Hold |
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|
2018
Q2 | $701K | Sell |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.25M | Buy |
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|
2017
Q3 | $841K | Buy |
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|
2017
Q2 | $884K | Buy |
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|
2017
Q1 | $821K | Sell |
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|
2016
Q4 | $887K | Buy |
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|
2016
Q3 | $583K | Buy |
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|
2016
Q2 | $540K | Buy |
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|
2016
Q1 | $291K | Buy |
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|
2015
Q4 | $308K | Sell |
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|
2015
Q3 | $1.48M | Buy |
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|
2015
Q2 | $1.92M | Buy |
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|
2015
Q1 | $1.97M | Buy |
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|
2014
Q4 | $1.42M | Hold |
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|
2014
Q3 | $1.64M | Sell |
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|
2014
Q2 | $1.63M | Hold |
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|
2014
Q1 | $1.45M | Sell |
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|
2013
Q4 | $1.54M | Hold |
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|
2013
Q3 | $1.49M | Hold |
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|
2013
Q2 | $1.55M | Buy |
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