Smith & Howard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $155K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.65M | Sell |
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|
2018
Q3 | $2.67M | Sell |
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|
2018
Q2 | $3.31M | Hold |
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|
2018
Q1 | $2.99M | Sell |
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|
2017
Q4 | $7.54M | Sell |
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|
2017
Q3 | $13.5M | Buy |
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|
2017
Q2 | $14.1M | Buy |
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|
2017
Q1 | $15.1M | Buy |
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|
2016
Q4 | $12.8M | Buy |
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|
2016
Q3 | $11M | Sell |
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|
2016
Q2 | $13.2M | Buy |
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|
2016
Q1 | $8.76M | Buy |
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|
2015
Q4 | $6.47M | Sell |
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|
2015
Q3 | $13M | Buy |
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|
2015
Q2 | $16.9M | Buy |
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|
2015
Q1 | $18M | Buy |
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|
2014
Q4 | $19.3M | Buy |
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|
2014
Q3 | $21.5M | Buy |
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|
2014
Q2 | $20.9M | Buy |
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|
2014
Q1 | $17.8M | Buy |
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|
2013
Q4 | $17.1M | Buy |
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|
2013
Q3 | $16.1M | Buy |
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|
2013
Q2 | $16.1M | Buy |
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