Mosaic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.31M | Buy |
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|
2017
Q3 | $945K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $417K | Sell |
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|
2016
Q1 | $892K | Sell |
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|
2015
Q4 | $2.8M | Sell |
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|
2015
Q3 | $7.23M | Sell |
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|
2015
Q2 | $9.73M | Buy |
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|
2015
Q1 | $10.1M | Buy |
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|
2014
Q4 | $10.4M | Buy |
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|
2014
Q3 | $11.9M | Sell |
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|
2014
Q2 | $11.9M | Buy |
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|
2014
Q1 | $10.5M | Buy |
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|
2013
Q4 | $10.1M | Buy |
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|
2013
Q3 | $9.51M | Sell |
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|
2013
Q2 | $10.2M | Buy |
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