Badgley Phelps Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
7,437
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $396K | Sell |
7,437
-400
| -5% | -$21.3K | 0.01% | 229 |
|
|
2024
Q4 | $387K | Sell |
7,837
-510
| -6% | -$25.2K | 0.01% | 233 |
|
|
2024
Q3 | $400K | Sell |
8,347
-205
| -2% | -$9.84K | 0.01% | 225 |
|
|
2024
Q2 | $415K | Sell |
8,552
-273
| -3% | -$13.2K | 0.01% | 206 |
|
|
2024
Q1 | $426K | Sell |
8,825
-492
| -5% | -$23.7K | 0.01% | 202 |
|
|
2023
Q4 | $413K | Sell |
9,317
-575
| -6% | -$25.5K | 0.01% | 197 |
|
|
2023
Q3 | $441K | Sell |
9,892
-120
| -1% | -$5.35K | 0.02% | 178 |
|
|
2023
Q2 | $430K | Buy |
+10,012
| New | +$430K | 0.01% | 185 |
|