Wealthcare Capital 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
2020
Q2
Sell
2020
Q1
$22K Sell
2019
Q4
$814K Buy
2019
Q3
$840K Sell
2019
Q2
$1.08M Sell
2019
Q1
$1.2M Buy
2018
Q4
$986K Sell
2018
Q3
$1.3M Buy
2018
Q2
$1.25M Buy
2018
Q1
$1.08M Buy
2017
Q4
$927K Sell
2017
Q3
$1.21M Sell
2017
Q2
$1.44M Buy
2017
Q1
$1.5M Buy
2016
Q4
$501K Buy
2016
Q3
$432K Buy
2016
Q2
$425K Buy
2015
Q2
Sell
2015
Q1
$13K Buy