Badgley Phelps Wealth Managers’s Global X MLP ETF MLPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $360K | Hold |
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2025
Q3 | $360K | Hold |
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|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $430K | Buy |
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