Prio Wealth Limited Partnership’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-4,600
| Closed | -$211K | – | 262 |
|
2014
Q4 | $211K | Hold |
4,600
| – | – | 0.01% | 248 |
|
2014
Q3 | $244K | Hold |
4,600
| – | – | 0.01% | 225 |
|
2014
Q2 | $240K | Hold |
4,600
| – | – | 0.01% | 230 |
|
2014
Q1 | $214K | Hold |
4,600
| – | – | 0.01% | 236 |
|
2013
Q4 | $213K | Hold |
4,600
| – | – | 0.01% | 246 |
|
2013
Q3 | $205K | Hold |
4,600
| – | – | 0.01% | 248 |
|
2013
Q2 | $214K | Buy |
+4,600
| New | +$214K | 0.01% | 234 |
|