Walter & Keenan Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$354K Sell
2017
Q3
$387K Sell
2017
Q2
$541K Sell
2017
Q1
$1.22M Buy
2016
Q4
$1.03M Buy
2015
Q1
Sell
2014
Q4
$381K Hold
2014
Q3
$441K Sell
2014
Q2
$555K Buy
2014
Q1
$386K Buy