WP
AMJ

WealthPLAN Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-691
Closed -$22 – 1082
2016
Q2 		$22 Buy
+691
New +$20.6K ﹤0.01% 2479
2015
Q2 		$6K Sell
160
-1,700
-91% -$73.8K ﹤0.01% 335
2015
Q1 		$80K Buy
+1,860
New +$82K 0.04% 195

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