Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2127 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1850 |
|
|
2019
Q3 | – | Sell |
-185
| Closed | -$5K | – | 1697 |
|
|
2019
Q2 | $5K | Sell |
185
-63
| -25% | -$1.7K | ﹤0.01% | 1226 |
|
|
2019
Q1 | $6K | Buy |
+248
| New | +$6K | ﹤0.01% | 1119 |
|
|
2018
Q4 | – | Sell |
-1,390
| Closed | -$35K | – | 1763 |
|
|
2018
Q3 | $35K | Buy |
+1,390
| New | +$35K | ﹤0.01% | 620 |
|
|
2018
Q2 | – | Sell |
-2,241
| Closed | -$54K | – | 1778 |
|
|
2018
Q1 | $54K | Buy |
+2,241
| New | +$54K | 0.01% | 475 |
|