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
Quarter Market Value Status Shares Shares
Change % 		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% +$2.22M 0.76% 50
2023
Q4 		$789K Buy
+31,124
New +$789K 0.23% 75