Simon Quick Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-182,961
| Closed | -$3.99M | – | 734 |
|
|
2019
Q4 | $3.99M | Buy |
+182,961
| New | +$3.99M | 1.45% | 17 |
|
|
2019
Q3 | – | Sell |
-1,446
| Closed | -$36.3K | – | 549 |
|
|
2019
Q2 | $36.3K | Buy |
+1,446
| New | +$36.3K | 0.02% | 135 |
|
|
2017
Q4 | – | Sell |
-2,219
| Closed | -$63K | – | 599 |
|
|
2017
Q3 | $63K | Sell |
2,219
-288
| -11% | -$8.18K | 0.02% | 238 |
|
|
2017
Q2 | $74K | Sell |
2,507
-67
| -3% | -$1.98K | 0.04% | 106 |
|
|
2017
Q1 | $83K | Buy |
+2,574
| New | +$83K | 0.05% | 128 |
|