WealthPLAN Partners’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
2016
Q3
Sell
-691
Closed -$22 1079
2016
Q2
$22 Buy
+691
New +$22 ﹤0.01% 2479
2015
Q2
$6K Sell
160
-1,700
-91% -$63.8K ﹤0.01% 335
2015
Q1
$80K Buy
+1,860
New +$80K 0.04% 195