TFO Wealth Partners’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 |
-454
| Closed | -$60.9K | – | 934 |
|
|
2022
Q4 | $60.9K | Sell |
454
-146
| -24% | -$19.6K | 0.01% | 52 |
|
|
2022
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 84 |
|
|
2022
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 122 |
|
|
2022
Q1 | $13K | Sell |
600
-170
| -22% | -$3.68K | ﹤0.01% | 94 |
|
|
2021
Q4 | $13K | Hold |
770
| – | – | ﹤0.01% | 87 |
|
|
2021
Q3 | $14K | Hold |
770
| – | – | ﹤0.01% | 85 |
|
|
2021
Q2 | $15K | Sell |
770
-375
| -33% | -$7.31K | ﹤0.01% | 57 |
|
|
2021
Q1 | $19K | Hold |
1,145
| – | – | 0.01% | 112 |
|
|
2020
Q4 | $16K | Sell |
1,145
-1,401
| -55% | -$19.6K | 0.01% | 66 |
|
|
2020
Q3 | $27K | Hold |
2,546
| – | – | 0.01% | 59 |
|
|
2020
Q2 | $34K | Hold |
2,546
| – | – | 0.01% | 58 |
|
|
2020
Q1 | $22K | Buy |
2,546
+375
| +17% | +$3.24K | 0.01% | 77 |
|
|
2019
Q4 | $47K | Buy |
+2,171
| New | +$47K | 0.04% | 65 |
|