Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,615
| Closed | -$200K | – | 44 |
|
|
2015
Q1 | $200K | Sell |
4,615
-4,219
| -48% | -$183K | 0.2% | 44 |
|
|
2014
Q4 | $388K | Buy |
8,834
+4,500
| +104% | +$198K | 0.56% | 28 |
|
|
2014
Q3 | $221K | Buy |
4,334
+450
| +12% | +$22.9K | 0.29% | 37 |
|
|
2014
Q2 | $202K | Sell |
3,884
-300
| -7% | -$15.6K | 0.2% | 34 |
|
|
2014
Q1 | $209K | Buy |
+4,184
| New | +$209K | 0.22% | 35 |
|