US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,602
| Closed | -$152K | – | 418 |
|
|
2016
Q1 | $152K | Sell |
5,602
-9,973
| -64% | -$271K | 0.26% | 53 |
|
|
2015
Q4 | $451K | Sell |
15,575
-2,415
| -13% | -$69.9K | 0.43% | 35 |
|
|
2015
Q3 | $547K | Sell |
17,990
-3,864
| -18% | -$117K | 0.91% | 22 |
|
|
2015
Q2 | $865K | Buy |
21,854
+201
| +0.9% | +$7.96K | 0.82% | 18 |
|
|
2015
Q1 | $927K | Sell |
21,653
-2,949
| -12% | -$126K | 0.84% | 19 |
|
|
2014
Q4 | $1.13M | Buy |
+24,602
| New | +$1.13M | 1.01% | 19 |
|