Carson Wealth (CWM LLC)’s Global X MLP ETF MLPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
718
-74
| -9% | -$3.71K | ﹤0.01% | 3509 |
|
|
2025
Q1 | $42K | Buy |
+792
| New | +$42K | ﹤0.01% | 3118 |
|
|
2023
Q1 | – | Sell |
-399
| Closed | -$16K | – | 4222 |
|
|
2022
Q4 | $16K | Buy |
399
+24
| +6% | +$962 | ﹤0.01% | 2514 |
|
|
2022
Q3 | $15K | Buy |
+375
| New | +$15K | ﹤0.01% | 2423 |
|
|
2022
Q2 | – | Sell |
-48
| Closed | -$2K | – | 3964 |
|
|
2022
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 3188 |
|
|
2021
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 3132 |
|
|
2021
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 2648 |
|
|
2021
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 2648 |
|
|
2020
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 2648 |
|
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 2648 |
|
|
2020
Q2 | $2K | Buy |
48
+40
| +500% | +$1.67K | ﹤0.01% | 2648 |
|
|
2020
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 2648 |
|
|
2019
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 2648 |
|
|
2019
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 2648 |
|
|
2019
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 2648 |
|
|
2019
Q1 | $2K | Sell |
8
-93
| -92% | -$23.3K | ﹤0.01% | 2648 |
|
|
2018
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 1526 |
|