VFA
AMJ

Valeo Financial Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Valeo Financial 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
2019
Q3 		– Sell
-185
Closed -$5K – 1708
2019
Q2 		$5K Sell
185
-63
-25% -$1.59K ﹤0.01% 1232
2019
Q1 		$6K Buy
+248
New +$6.19K ﹤0.01% 1126
2018
Q4 		– Sell
-1,390
Closed -$35.2K – 1771
2018
Q3 		$35K Buy
+1,390
New +$38.8K ﹤0.01% 628
2018
Q2 		– Sell
-2,241
Closed -$54K – 1782
2018
Q1 		$54K Buy
+2,241
New +$61.4K 0.01% 477

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