Cascade Financial Partners’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
$5.2M Sell
103,636
-2,546
-2% -$128K 0.63% 34
2025
Q1
$5.65M Sell
106,182
-1,932
-2% -$103K 0.71% 28
2024
Q4
$5.34M Sell
108,114
-500
-0.5% -$24.7K 0.7% 29
2024
Q3
$5.19M Sell
108,614
-1,101
-1% -$52.6K 0.65% 28
2024
Q2
$5.32M Sell
109,715
-2,480
-2% -$120K 0.7% 26
2024
Q1
$5.29M Buy
+112,195
New +$5.29M 0.76% 26