Carson Wealth (CWM LLC)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $924K | Buy |
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|
2025
Q2 | $887K | Sell |
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|
2025
Q1 | $911K | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $999K | Buy |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $716K | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $3.35M | Sell |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q2 | $1.3M | Hold |
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|
2021
Q1 | $1.3M | Hold |
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|
2020
Q4 | $1.3M | Hold |
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|
2020
Q3 | $1.3M | Hold |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $1.3M | Hold |
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|
2019
Q4 | $1.3M | Hold |
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|
2019
Q3 | $1.3M | Hold |
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|
2019
Q2 | $1.3M | Hold |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $20K | Sell |
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|
2018
Q2 | $22K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
|