Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-101
| Closed | -$2K | – | 2681 |
|
|
2022
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 2420 |
|
|
2022
Q1 | $2K | Sell |
101
-270
| -73% | -$5.35K | ﹤0.01% | 2431 |
|
|
2021
Q4 | $7K | Buy |
371
+13
| +4% | +$245 | ﹤0.01% | 2503 |
|
|
2021
Q3 | $7K | Sell |
358
-187
| -34% | -$3.66K | ﹤0.01% | 2217 |
|
|
2021
Q2 | $11K | Sell |
545
-663
| -55% | -$13.4K | ﹤0.01% | 2093 |
|
|
2021
Q1 | $20K | Buy |
+1,208
| New | +$20K | ﹤0.01% | 2157 |
|