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 |
|