RPg Family Wealth Advisory’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
Sell
2023
Q2
$2.65M Buy
2020
Q4
$1.69M Buy
2020
Q3
Sell
2020
Q2
$900K Buy
2020
Q1
$550K Buy
2019
Q4
$699K Buy
2019
Q3
$592K Sell
2019
Q2
$1.16M Sell
2019
Q1
$1.31M Buy
2018
Q4
$171K Buy
2018
Q3
$115K Buy
2018
Q2
$85.4K Sell
2018
Q1
$139K Buy
2017
Q4
$69.3K Buy
2017
Q3
$49K Sell
2017
Q2
$133K Sell
2017
Q1
$147K Buy