Birch Capital 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 | $781K | Hold |
12,471
| – | – | 0.4% | 43 |
|
|
2025
Q1 | $796K | Buy |
12,471
+25
| +0.2% | +$1.6K | 0.41% | 41 |
|
|
2024
Q4 | $754K | Sell |
12,446
-4,967
| -29% | -$301K | 0.38% | 43 |
|
|
2024
Q3 | $948K | Hold |
17,413
| – | – | 0.46% | 44 |
|
|
2024
Q2 | $889K | Buy |
17,413
+4,596
| +36% | +$235K | 0.46% | 41 |
|
|
2024
Q1 | $628K | Buy |
12,817
+10,912
| +573% | +$535K | 0.33% | 49 |
|
|
2023
Q4 | $85K | Buy |
1,905
+120
| +7% | +$5.35K | 0.05% | 67 |
|
|
2023
Q3 | $75.7K | Hold |
1,785
| – | – | 0.05% | 67 |
|
|
2023
Q2 | $74.2K | Sell |
1,785
-350
| -16% | -$14.5K | 0.05% | 70 |
|
|
2023
Q1 | $85.3K | Sell |
2,135
-131
| -6% | -$5.23K | 0.05% | 71 |
|
|
2022
Q4 | $92.4K | Sell |
2,266
-561
| -20% | -$22.9K | 0.06% | 69 |
|
|
2022
Q3 | $106K | Buy |
2,827
+756
| +37% | +$28.3K | 0.08% | 62 |
|
|
2022
Q2 | $78.9K | Hold |
2,071
| – | – | 0.06% | 65 |
|
|
2022
Q1 | $88K | Buy |
+2,071
| New | +$88K | 0.05% | 73 |
|