Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $203K | Hold |
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|
2017
Q3 | $209K | Hold |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $239K | Hold |
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|
2016
Q4 | $234K | Hold |
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|
2016
Q3 | $233K | Hold |
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|
2016
Q2 | $235K | Sell |
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|
2016
Q1 | $228K | Hold |
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|
2015
Q4 | $243K | Hold |
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|
2015
Q3 | $255K | Hold |
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|
2015
Q2 | $333K | Buy |
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|
2015
Q1 | $188K | Hold |
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|
2014
Q4 | $202K | Hold |
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|
2014
Q3 | $234K | Hold |
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|
2014
Q2 | $231K | Hold |
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|
2014
Q1 | $205K | Hold |
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|
2013
Q4 | $204K | Hold |
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|
2013
Q3 | $196K | Sell |
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|
2013
Q2 | $224K | Buy |
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