Birch Hill Investment Advisors’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 | $230K | Hold |
3,666
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $234K | Hold |
3,666
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $222K | Buy |
+3,666
| New | +$222K | 0.01% | 175 |
|
|
2020
Q2 | – | Sell |
-3,667
| Closed | -$68K | – | 141 |
|
|
2020
Q1 | $68K | Hold |
3,667
| – | – | 0.01% | 128 |
|
|
2019
Q4 | $135K | Hold |
3,667
| – | – | 0.01% | 147 |
|
|
2019
Q3 | $135K | Hold |
3,667
| – | – | 0.01% | 143 |
|
|
2019
Q2 | $142K | Hold |
3,667
| – | – | 0.01% | 140 |
|
|
2019
Q1 | $145K | Hold |
3,667
| – | – | 0.01% | 142 |
|
|
2018
Q4 | $120K | Buy |
+3,667
| New | +$120K | 0.01% | 136 |
|