MPS Loria Financial Planners’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
2021
Q1
Sell
2020
Q4
$5.27M Sell
2020
Q3
$4.17M Sell
2020
Q2
$8.21M Buy
2020
Q1
$173K Sell
2019
Q4
$6.23M Buy
2019
Q1
Sell
2018
Q4
$671K Buy
2018
Q1
Sell
2017
Q4
$688K Buy