Bogart Wealth LLC’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 | $110K | Buy |
2,183
+40
| +2% | +$2.01K | ﹤0.01% | 321 |
|
|
2025
Q1 | $114K | Buy |
2,143
+37
| +2% | +$1.97K | 0.01% | 289 |
|
|
2024
Q4 | $104K | Buy |
2,106
+39
| +2% | +$1.93K | ﹤0.01% | 310 |
|
|
2024
Q3 | $99.2K | Hold |
2,067
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $100K | Hold |
2,067
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $99.7K | Hold |
2,067
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $91.6K | Hold |
2,067
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $92.2K | Hold |
2,067
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $88.7K | Hold |
2,067
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $86K | Hold |
2,067
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $85.3K | Hold |
2,067
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $82K | Sell |
2,067
-623
| -23% | -$24.7K | 0.01% | 245 |
|
|
2022
Q2 | $99K | Hold |
2,690
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $108K | Buy |
2,690
+623
| +30% | +$25K | 0.01% | 197 |
|
|
2021
Q4 | $72K | Hold |
2,067
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $73K | Hold |
2,067
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $80K | Hold |
2,067
| – | – | 0.01% | 207 |
|
|
2021
Q1 | $68K | Hold |
2,067
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $56K | Hold |
2,067
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $45K | Hold |
2,067
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $56K | Sell |
2,067
-1
| -0% | -$27 | 0.01% | 172 |
|
|
2020
Q1 | $39K | Buy |
2,068
+1,926
| +1,356% | +$36.3K | 0.01% | 178 |
|
|
2019
Q4 | $7K | Sell |
142
-23,800
| -99% | -$1.17M | ﹤0.01% | 307 |
|
|
2019
Q3 | $1.2M | Buy |
23,942
+20,097
| +523% | +$1.01M | 0.59% | 35 |
|
|
2019
Q2 | $203K | Buy |
+3,845
| New | +$203K | 0.12% | 91 |
|