Affinity Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-273,947
Closed -$11.4M 108
2023
Q1
$11.4M Buy
273,947
+78,693
+40% +$3.27M 2.68% 15
2022
Q4
$8.06M Buy
+195,254
New +$8.06M 1.91% 14