SWM
AMJ

SVA Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

SVA Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-43,583
Closed -$1.26M – 215
2015
Q4 		$1.26M Sell
43,583
-62,807
-59% -$1.82M 0.22% 100
2015
Q3 		$3.23M Buy
106,390
+99,008
+1,341% +$3.01M 0.6% 56
2015
Q2 		$292K Buy
+7,382
New +$292K 0.05% 178