CCG Wealth Management’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 | $447K | Hold |
8,903
| – | – | 0.24% | 50 |
|
|
2025
Q1 | $474K | Hold |
8,903
| – | – | 0.28% | 44 |
|
|
2024
Q4 | $440K | Sell |
8,903
-20,014
| -69% | -$989K | 0.24% | 46 |
|
|
2024
Q3 | $1.39M | Hold |
28,917
| – | – | 0.78% | 21 |
|
|
2024
Q2 | $1.4M | Hold |
28,917
| – | – | 0.79% | 21 |
|
|
2024
Q1 | $1.39M | Buy |
+28,917
| New | +$1.39M | 0.84% | 22 |
|