Madrona Financial Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-92,766
| Closed | -$2.69M | – | 41 |
|
|
2015
Q4 | $2.69M | Buy |
92,766
+4,913
| +6% | +$142K | 2.7% | 8 |
|
|
2015
Q3 | $2.67M | Buy |
87,853
+485
| +0.6% | +$14.7K | 2.88% | 8 |
|
|
2015
Q2 | $3.46M | Buy |
87,368
+1,952
| +2% | +$77.3K | 3.54% | 4 |
|
|
2015
Q1 | $3.66M | Buy |
85,416
+4,231
| +5% | +$181K | 3.67% | 4 |
|
|
2014
Q4 | $3.73M | Buy |
+81,185
| New | +$3.73M | 3.96% | 4 |
|