Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $41K | Buy |
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|
2018
Q2 | $39K | Sell |
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|
2018
Q1 | $51K | Sell |
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|
2017
Q4 | $147K | Sell |
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|
2017
Q3 | $1.16M | Buy |
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|
2017
Q2 | $1.16M | Buy |
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|
2017
Q1 | $161K | Buy |
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|
2016
Q4 | $149K | Hold |
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|
2016
Q3 | $149K | Hold |
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|
2016
Q2 | $150K | Sell |
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|
2016
Q1 | $144K | Sell |
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|
2015
Q4 | $183K | Buy |
|