Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.38M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $825K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $186K | Buy |
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|
2020
Q4 | $156K | Buy |
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|
2020
Q3 | $119K | Sell |
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|
2020
Q2 | $152K | Sell |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $289M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $977K | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $42K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Buy |
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