Zacks Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-44,983
| Closed | -$981K | – | 613 |
|
|
2019
Q4 | $981K | Buy |
+44,983
| New | +$981K | 0.02% | 384 |
|
|
2018
Q1 | – | Sell |
-10,192
| Closed | -$280K | – | 638 |
|
|
2017
Q4 | $280K | Buy |
+10,192
| New | +$280K | 0.01% | 491 |
|
|
2016
Q1 | – | Sell |
-147,293
| Closed | -$4.27M | – | 699 |
|
|
2015
Q4 | $4.27M | Buy |
147,293
+134,581
| +1,059% | +$3.9M | 0.14% | 142 |
|
|
2015
Q3 | $386K | Sell |
12,712
-4,947
| -28% | -$150K | 0.01% | 466 |
|
|
2015
Q2 | $699K | Buy |
+17,659
| New | +$699K | 0.02% | 373 |
|
|
2015
Q1 | – | Sell |
-179,721
| Closed | -$8.26M | – | 727 |
|
|
2014
Q4 | $8.26M | Buy |
+179,721
| New | +$8.26M | 0.27% | 111 |
|
|
2014
Q1 | – | Sell |
-8,408
| Closed | -$390K | – | 793 |
|
|
2013
Q4 | $390K | Buy |
+8,408
| New | +$390K | 0.02% | 476 |
|