Vishria Bird Financial Group’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
2018
Q4
Sell
-322,037
Closed -$8.84M 54
2018
Q3
$8.84M Buy
322,037
+1,558
+0.5% +$42.8K 7.58% 4
2018
Q2
$8.52M Buy
+320,479
New +$8.52M 7.9% 3