Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,218
| Closed | -$63.2K | – | 950 |
|
|
2024
Q1 | $63.2K | Sell |
2,218
-1,158
| -34% | -$33K | 0.03% | 333 |
|
|
2023
Q4 | $85.6K | Hold |
3,376
| – | – | 0.04% | 282 |
|
|
2023
Q3 | $83K | Sell |
3,376
-200
| -6% | -$4.92K | 0.05% | 272 |
|
|
2023
Q2 | $82K | Buy |
+3,576
| New | +$82K | 0.05% | 273 |
|
|
2022
Q4 | $78K | Sell |
3,576
-487
| -12% | -$10.6K | 0.05% | 266 |
|
|
2022
Q3 | $82K | Buy |
4,063
+213
| +6% | +$4.3K | 0.06% | 241 |
|
|
2022
Q2 | $73K | Buy |
3,850
+12
| +0.3% | +$228 | 0.05% | 274 |
|
|
2022
Q1 | $80K | Buy |
3,838
+11
| +0.3% | +$229 | 0.04% | 282 |
|
|
2021
Q4 | $68K | Buy |
+3,827
| New | +$68K | 0.04% | 314 |
|