Capital Advisors Wealth Management’s Global X MLP ETF MLPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.41M | Sell |
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|
2025
Q2 | $5.9M | Sell |
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|
2025
Q1 | $6.94M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $957K | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $2.9M | Sell |
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|
2023
Q1 | $6.42M | Sell |
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|
2022
Q4 | $6.53M | Buy |
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|
2022
Q3 | $5.71M | Buy |
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|
2022
Q2 | $4.92M | Buy |
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|
2022
Q1 | $3.77M | Buy |
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|
2021
Q4 | $958K | Buy |
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|
2021
Q3 | $902K | Sell |
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|
2021
Q2 | $3.61M | Buy |
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|
2021
Q1 | $2.2M | Buy |
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