STA
AMJ

Summit Trail Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-78,196
Closed -$1.71M 153
2019
Q4
$1.71M Buy
+78,196
New +$1.71M 0.99% 24
2019
Q1
Sell
-89,389
Closed -$2M 137
2018
Q4
$2M Buy
+89,389
New +$2M 0.71% 27