Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42
| Closed | -$914 | – | 793 |
|
|
2022
Q4 | $914 | Hold |
42
| – | – | ﹤0.01% | 711 |
|
|
2022
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 757 |
|
|
2022
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 699 |
|
|
2021
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 739 |
|
|
2021
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $1 | Hold |
42
| – | – | ﹤0.01% | 728 |
|
|
2020
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 699 |
|
|
2020
Q3 | $0 | Hold |
42
| – | – | ﹤0.01% | 728 |
|
|
2020
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 658 |
|
|
2020
Q1 | $0 | Hold |
42
| – | – | ﹤0.01% | 766 |
|
|
2019
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 685 |
|