Sound Income Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,241
| Closed | -$63.8K | – | 1504 |
|
2024
Q1 | $63.8K | Sell |
2,241
-1,213
| -35% | -$34.6K | ﹤0.01% | 380 |
|
2023
Q4 | $87.6K | Buy |
+3,454
| New | +$87.6K | 0.01% | 308 |
|
2020
Q4 | – | Sell |
-43
| Closed | – | – | 964 |
|
2020
Q3 | $0 | Hold |
43
| – | – | ﹤0.01% | 956 |
|
2020
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 753 |
|
2020
Q1 | $0 | Hold |
43
| – | – | ﹤0.01% | 903 |
|
2019
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 682 |
|
2019
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 644 |
|
2019
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 643 |
|
2019
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 648 |
|
2018
Q4 | $1K | Sell |
43
-60
| -58% | -$1.4K | ﹤0.01% | 642 |
|
2018
Q3 | $3K | Sell |
103
-5
| -5% | -$146 | ﹤0.01% | 523 |
|
2018
Q2 | $3K | Buy |
108
+5
| +5% | +$139 | ﹤0.01% | 485 |
|
2018
Q1 | $2K | Sell |
103
-70
| -40% | -$1.36K | ﹤0.01% | 495 |
|
2017
Q4 | $5K | Buy |
+173
| New | +$5K | ﹤0.01% | 331 |
|