Sequoia 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
Q2 | – | Sell |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $212K | Buy |
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|
2023
Q3 | $205K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $5.14M | Sell |
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|
2018
Q2 | $5.09M | Sell |
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|
2018
Q1 | $4.61M | Buy |
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|
2017
Q4 | $5.25M | Sell |
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|
2017
Q3 | $5.59M | Sell |
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|
2017
Q2 | $5.97M | Sell |
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|
2017
Q1 | $7.28M | Buy |
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|
2016
Q4 | $7.09M | Buy |
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|
2016
Q3 | $1.81M | Sell |
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|
2016
Q2 | $1.92M | Buy |
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|
2016
Q1 | $1.62M | Sell |
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|
2015
Q4 | $2.23M | Sell |
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|
2015
Q3 | $8.9M | Sell |
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|
2015
Q2 | $13.6M | Buy |
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|
2015
Q1 | $13.4M | Buy |
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|
2014
Q4 | $11.9M | Buy |
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|
2014
Q3 | $13.3M | Sell |
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|
2014
Q2 | $14.1M | Sell |
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|
2014
Q1 | $17.1M | Buy |
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|
2013
Q4 | $16.5M | Buy |
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