Badgley Phelps Wealth Managers’s Global X MLP ETF MLPA Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$360K	Hold
2025 Q2	$373K	Hold
2025 Q1	$396K	Sell
2024 Q4	$387K	Sell
2024 Q3	$400K	Sell
2024 Q2	$415K	Sell
2024 Q1	$426K	Sell
2023 Q4	$413K	Sell
2023 Q3	$441K	Sell
2023 Q2	$430K	Buy