SteelBridge Private Wealth Advisors’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
2017
Q2
Sell
-14,212
Closed -$459K 70
2017
Q1
$459K Buy
14,212
+6,329
+80% +$204K 0.7% 33
2016
Q4
$261K Buy
+7,883
New +$261K 0.41% 53