TCWA
AMJ

Turtle Creek Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-109,137
Closed -$3.11M – 220
2024
Q1 		$3.11M Buy
109,137
+78,013
+251% +$2.1M 0.76% 50
2023
Q4 		$789K Buy
+31,124
New +$782K 0.23% 75

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