Tolleson Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $254K | Hold |
|
|||||
|
2021
Q4 | $216K | Hold |
|
|||||
|
2021
Q3 | $220K | Hold |
|
|||||
|
2021
Q2 | $238K | Hold |
|
|||||
|
2021
Q1 | $201K | Hold |
|
|||||
|
2020
Q4 | $168K | Hold |
|
|||||
|
2020
Q3 | $131K | Hold |
|
|||||
|
2020
Q2 | $160K | Hold |
|
|||||
|
2020
Q1 | $110K | Sell |
|
|||||
|
2019
Q4 | $297K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $12.5M | Buy |
|