Occidental Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.36M | Sell |
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|
2017
Q3 | $3.02M | Buy |
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|
2017
Q2 | $2.41M | Buy |
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|
2017
Q1 | $1.84M | Buy |
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|
2016
Q4 | $1.62M | Buy |
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|
2016
Q3 | $1.5M | Buy |
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|
2016
Q2 | $1.34M | Buy |
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|
2016
Q1 | $814K | Sell |
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|
2015
Q4 | $951K | Buy |
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|
2015
Q3 | $913K | Sell |
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|
2015
Q2 | $1.4M | Buy |
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|
2015
Q1 | $1.39M | Buy |
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|
2014
Q4 | $879K | Buy |
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