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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-382,450
| Closed | -$5.27M | – | 645 |
|
|
2020
Q4 | $5.27M | Sell |
382,450
-4,514
| -1% | -$62.2K | 2.37% | 6 |
|
|
2020
Q3 | $4.17M | Sell |
386,964
-234,630
| -38% | -$2.53M | 2.16% | 7 |
|
|
2020
Q2 | $8.21M | Buy |
621,594
+602,368
| +3,133% | +$7.95M | 4.39% | 5 |
|
|
2020
Q1 | $173K | Sell |
19,226
-266,424
| -93% | -$2.4M | 0.13% | 62 |
|
|
2019
Q4 | $6.23M | Buy |
+285,650
| New | +$6.23M | 3.67% | 5 |
|
|
2019
Q1 | – | Sell |
-30,105
| Closed | -$671K | – | 77 |
|
|
2018
Q4 | $671K | Buy |
+30,105
| New | +$671K | 0.48% | 26 |
|
|
2018
Q1 | – | Sell |
-25,047
| Closed | -$688K | – | 76 |
|
|
2017
Q4 | $688K | Buy |
+25,047
| New | +$688K | 0.47% | 26 |
|