Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $4.48M | Sell |
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2019
Q1 | $4.94M | Sell |
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|
2018
Q4 | $4.32M | Buy |
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|
2018
Q3 | $5.3M | Buy |
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|
2018
Q2 | $4.97M | Buy |
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|
2018
Q1 | $4.2M | Buy |
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|
2017
Q4 | $2.95M | Buy |
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|
2017
Q3 | $2.68M | Hold |
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|
2017
Q2 | $2.68M | Buy |
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|
2017
Q1 | $2.78M | Buy |
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|
2016
Q4 | $2.72M | Buy |
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|
2016
Q3 | $2.66M | Buy |
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|
2016
Q2 | $2.63M | Buy |
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|
2016
Q1 | $2.19M | Buy |
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|
2015
Q4 | $2.27M | Buy |
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|
2015
Q3 | $2.19M | Buy |
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|
2015
Q2 | $2.44M | Buy |
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|
2015
Q1 | $2.44M | Buy |
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|
2014
Q4 | $718K | Buy |
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