Morling Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,984
| Closed | -$66.2K | – | 85 |
|
|
2023
Q1 | $66.2K | Hold |
2,984
| – | – | 0.07% | 62 |
|
|
2022
Q4 | $64.9K | Hold |
2,984
| – | – | 0.08% | 62 |
|
|
2022
Q3 | $60K | Hold |
2,984
| – | – | 0.08% | 57 |
|
|
2022
Q2 | $57K | Hold |
2,984
| – | – | 0.07% | 60 |
|
|
2022
Q1 | $62K | Hold |
2,984
| – | – | 0.08% | 68 |
|
|
2021
Q4 | $53K | Buy |
+2,984
| New | +$53K | 0.05% | 67 |
|