LWA
AMJ
Lowe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-535
| Closed | -$17K | – | 257 |
|
|
2016
Q2 | $17K | Hold |
535
| – | – | 0.01% | 107 |
|
|
2016
Q1 | $14K | Buy |
535
+200
| +60% | +$5.23K | 0.01% | 115 |
|
|
2015
Q4 | $10K | Hold |
335
| – | – | 0.01% | 131 |
|
|
2015
Q3 | $10K | Buy |
335
+220
| +191% | +$6.57K | 0.01% | 128 |
|
|
2015
Q2 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 162 |
|