TSWM
AMJ

Tyler-Stone Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Tyler-Stone Wealth Management’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
-2,218
Closed -$63.2K – 1014
2024
Q1 		$63.2K Sell
2,218
-1,158
-34% -$31.1K 0.03% 337
2023
Q4 		$85.6K Hold
3,376
– – 0.04% 282
2023
Q3 		$83K Sell
3,376
-200
-6% -$4.79K 0.05% 272
2023
Q2 		$82K Buy
+3,576
New +$80.4K 0.05% 274
2022
Q4 		$78K Sell
3,576
-487
-12% -$10.7K 0.05% 266
2022
Q3 		$82K Buy
4,063
+213
+6% +$4.46K 0.06% 241
2022
Q2 		$73K Buy
3,850
+12
+0.3% +$253 0.05% 274
2022
Q1 		$80K Buy
3,838
+11
+0.3% +$221 0.04% 284
2021
Q4 		$68K Buy
+3,827
New +$70.8K 0.04% 316

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return