Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-445
| Closed | -$10K | – | 449 |
|
|
2019
Q3 | $10K | Hold |
445
| – | – | 0.01% | 344 |
|
|
2019
Q2 | $11K | Hold |
445
| – | – | 0.01% | 349 |
|
|
2019
Q1 | $11K | Hold |
445
| – | – | 0.01% | 339 |
|
|
2018
Q4 | $9K | Hold |
445
| – | – | 0.01% | 339 |
|
|
2018
Q3 | $12K | Hold |
445
| – | – | 0.01% | 347 |
|
|
2018
Q2 | $11K | Hold |
445
| – | – | 0.01% | 327 |
|
|
2018
Q1 | $11K | Hold |
445
| – | – | 0.01% | 313 |
|
|
2017
Q4 | $12K | Hold |
445
| – | – | 0.01% | 290 |
|
|
2017
Q3 | $13K | Hold |
445
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $13K | Buy |
+445
| New | +$13K | 0.01% | 286 |
|