AE Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6K | Buy |
920
+134
| +17% | +$8.39K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $50.2K | Sell |
786
-100
| -11% | -$6.38K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $53.6K | Buy |
+886
| New | +$53.6K | ﹤0.01% | 1548 |
|
|
2023
Q4 | – | Sell |
-16,731
| Closed | -$709K | – | 2123 |
|
|
2023
Q3 | $709K | Sell |
16,731
-1,521
| -8% | -$64.5K | ﹤0.01% | 1226 |
|
|
2023
Q2 | $759K | Buy |
18,252
+1,091
| +6% | +$45.4K | ﹤0.01% | 1193 |
|
|
2023
Q1 | $686K | Sell |
17,161
-1,457
| -8% | -$58.2K | ﹤0.01% | 1203 |
|
|
2022
Q4 | $759K | Buy |
+18,618
| New | +$759K | 0.01% | 1105 |
|
|
2022
Q3 | – | Sell |
-5,781
| Closed | -$220K | – | 1822 |
|
|
2022
Q2 | $220K | Buy |
5,781
+1,024
| +22% | +$39K | ﹤0.01% | 1561 |
|
|
2022
Q1 | $203K | Buy |
+4,757
| New | +$203K | ﹤0.01% | 1571 |
|