AWA
Aaron Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
16,872
| – | – | 0.11% | 127 |
|
|
2025
Q1 | $1.08M | Hold |
16,872
| – | – | 0.12% | 116 |
|
|
2024
Q4 | $1.02M | Hold |
16,872
| – | – | 0.12% | 118 |
|
|
2024
Q3 | $918K | Hold |
16,872
| – | – | 0.11% | 123 |
|
|
2024
Q2 | $861K | Hold |
16,872
| – | – | 0.12% | 112 |
|
|
2024
Q1 | $827K | Hold |
16,872
| – | – | 0.12% | 109 |
|
|
2023
Q4 | $753K | Hold |
16,872
| – | – | 0.12% | 104 |
|
|
2023
Q3 | $715K | Hold |
16,872
| – | – | 0.09% | 117 |
|
|
2023
Q2 | $701K | Sell |
16,872
-247
| -1% | -$10.3K | 0.09% | 125 |
|
|
2023
Q1 | $684K | Hold |
17,119
| – | – | 0.09% | 126 |
|
|
2022
Q4 | $698K | Buy |
17,119
+55
| +0.3% | +$2.24K | 0.1% | 117 |
|
|
2022
Q3 | $640K | Hold |
17,064
| – | – | 0.12% | 97 |
|
|
2022
Q2 | $650K | Sell |
17,064
-711,910
| -98% | -$27.1M | 0.16% | 83 |
|
|
2022
Q1 | $17.1M | Buy |
728,974
+702,570
| +2,661% | +$16.4M | 0.24% | 47 |
|
|
2021
Q4 | $932K | Hold |
26,404
| – | – | 0.26% | 56 |
|
|
2021
Q3 | $947K | Hold |
26,404
| – | – | 0.27% | 51 |
|
|
2021
Q2 | $959K | Hold |
26,404
| – | – | 0.32% | 54 |
|
|
2021
Q1 | $834K | Sell |
26,404
-523
| -2% | -$16.5K | 0.31% | 53 |
|
|
2020
Q4 | $725K | Buy |
+26,927
| New | +$725K | 0.27% | 54 |
|