Oxford Financial Group’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 |
|
|||||
|
2024
Q1 | $46.7K | Hold |
|
|||||
|
2023
Q4 | $41.6K | Hold |
|
|||||
|
2023
Q3 | $40.5K | Hold |
|
|||||
|
2023
Q2 | $37.5K | Hold |
|
|||||
|
2023
Q1 | $36.4K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $31K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $2K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $461K | Hold |
|
|||||
|
2019
Q2 | $498K | Sell |
|
|||||
|
2019
Q1 | $858K | Sell |
|
|||||
|
2018
Q4 | $7.74M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $17.5M | Buy |
|
|||||
|
2017
Q2 | $18.1M | Buy |
|
|||||
|
2017
Q1 | $19M | Sell |
|
|||||
|
2016
Q4 | $19.3M | Buy |
|