Plante Moran Financial Advisors’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
Q1 | – | Sell |
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|
2023
Q4 | $7.25K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $95K | Hold |
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|
2021
Q4 | $81K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $169K | Hold |
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|
2020
Q3 | $131K | Sell |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $189K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.59M | Buy |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $397K | Buy |
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|
2018
Q2 | $288K | Buy |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $187K | Buy |
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|
2017
Q3 | $168K | Hold |
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|
2017
Q2 | $176K | Buy |
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|
2017
Q1 | $185K | Hold |
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|
2016
Q4 | $181K | Hold |
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|
2016
Q3 | $181K | Hold |
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|
2016
Q2 | $183K | Hold |
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|
2016
Q1 | $155K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $27K | Buy |
|