Solaris Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $35K | Sell |
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|
2017
Q2 | $114K | Buy |
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|
2017
Q1 | $123K | Sell |
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|
2016
Q4 | $121K | Buy |
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|
2016
Q3 | $120K | Buy |
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|
2016
Q2 | $84K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $124K | Buy |
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|
2015
Q1 | $130K | Buy |
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|
2014
Q4 | $110K | Sell |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $1.04M | Hold |
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|
2014
Q1 | $923K | Buy |
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|
2013
Q4 | $868K | Buy |
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|
2013
Q3 | $688K | Hold |
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|
2013
Q2 | $719K | Buy |
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