YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-125
| Closed | -$4K | – | 781 |
|
|
2018
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 680 |
|
|
2018
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 756 |
|
|
2018
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 748 |
|
|
2017
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 776 |
|
|
2017
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 730 |
|
|
2017
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 730 |
|
|
2017
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 717 |
|
|
2016
Q4 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 697 |
|