Nadler Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,366
| Closed | -$206K | – | 82 |
|
|
2017
Q1 | $206K | Buy |
+6,366
| New | +$206K | 0.07% | 76 |
|
|
2016
Q1 | – | Sell |
-8,015
| Closed | -$232K | – | 89 |
|
|
2015
Q4 | $232K | Sell |
8,015
-1,580
| -16% | -$45.7K | 0.1% | 76 |
|
|
2015
Q3 | $292K | Sell |
9,595
-1,710
| -15% | -$52K | 0.15% | 61 |
|
|
2015
Q2 | $448K | Sell |
11,305
-525
| -4% | -$20.8K | 0.21% | 45 |
|
|
2015
Q1 | $506K | Sell |
11,830
-8,175
| -41% | -$350K | 0.24% | 37 |
|
|
2014
Q4 | $919K | Sell |
20,005
-10,318
| -34% | -$474K | 0.48% | 22 |
|
|
2014
Q3 | $1.61M | Buy |
30,323
+10,679
| +54% | +$567K | 0.96% | 14 |
|
|
2014
Q2 | $1.03M | Buy |
19,644
+3,460
| +21% | +$181K | 0.65% | 16 |
|
|
2014
Q1 | $753K | Sell |
16,184
-1,021
| -6% | -$47.5K | 0.5% | 25 |
|
|
2013
Q4 | $797K | Sell |
17,205
-4,907
| -22% | -$227K | 0.52% | 23 |
|
|
2013
Q3 | $986K | Buy |
22,112
+1,014
| +5% | +$45.2K | 0.72% | 20 |
|
|
2013
Q2 | $984K | Buy |
+21,098
| New | +$984K | 0.69% | 23 |
|