Stone Summit Wealth’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
Q1 | – | Sell |
-52,170
| Closed | -$1.32M | – | 143 |
|
|
2023
Q4 | $1.32M | Sell |
52,170
-3,745
| -7% | -$95K | 0.51% | 63 |
|
|
2023
Q3 | $1.38M | Sell |
55,915
-1,960
| -3% | -$48.4K | 0.59% | 60 |
|
|
2023
Q2 | $1.33M | Sell |
57,875
-1,405
| -2% | -$32.2K | 0.55% | 61 |
|
|
2023
Q1 | $1.32M | Sell |
59,280
-1,610
| -3% | -$35.7K | 0.58% | 59 |
|
|
2022
Q4 | $1.32M | Buy |
60,890
+142
| +0.2% | +$3.09K | 0.65% | 52 |
|
|
2022
Q3 | $1.22M | Buy |
60,748
+1,635
| +3% | +$32.8K | 0.75% | 51 |
|
|
2022
Q2 | $1.12M | Sell |
59,113
-262
| -0.4% | -$4.97K | 0.67% | 52 |
|
|
2022
Q1 | $1.24M | Buy |
59,375
+11,875
| +25% | +$247K | 0.69% | 47 |
|
|
2021
Q4 | $846K | Buy |
+47,500
| New | +$846K | 0.69% | 54 |
|