My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-72,591
| Closed | -$2.07M | – | 103 |
|
|
2024
Q1 | $2.07M | Sell |
72,591
-6,686
| -8% | -$180K | 1.19% | 22 |
|
|
2023
Q4 | $2.01M | Sell |
79,277
-2,100
| -3% | -$52.7K | 1.31% | 19 |
|
|
2023
Q3 | $2.01M | Sell |
81,377
-1,650
| -2% | -$39.5K | 1.62% | 16 |
|
|
2023
Q2 | $1.9M | Buy |
83,027
+21
| +0% | +$472 | 1.49% | 19 |
|
|
2023
Q1 | $1.84M | Buy |
83,006
+52,655
| +173% | +$1.19M | 1.57% | 19 |
|
|
2022
Q4 | $1.84M | Sell |
30,351
-1
| -0% | -$22 | 1.7% | 13 |
|
|
2022
Q3 | $609K | Sell |
30,352
-58,435
| -66% | -$1.22M | 0.93% | 28 |
|
|
2022
Q2 | $1.68M | Sell |
88,787
-6,003
| -6% | -$126K | 2.16% | 13 |
|
|
2022
Q1 | $1.98M | Sell |
94,790
-3,221
| -3% | -$64.7K | 2.05% | 11 |
|
|
2021
Q4 | $1.75M | Buy |
+98,011
| New | +$1.81M | 1.52% | 15 |
|
