Smallwood Wealth Investment Management’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.85M Buy
87,664
+1,895
+2% +$61.6K 1.79% 11
2024
Q4
$2.53M Buy
85,769
+22,568
+36% +$666K 1.73% 12
2024
Q3
$1.8M Buy
63,201
+1,167
+2% +$33.2K 1.28% 15
2024
Q2
$1.8M Buy
+62,034
New +$1.8M 1.39% 14