CWM
Collaborative Wealth Management’s Global X MLP ETF MLPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
21,384
+27
| +0.1% | +$1.36K | 0.47% | 46 |
|
|
2025
Q1 | $1.14M | Hold |
21,357
| – | – | 0.53% | 43 |
|
|
2024
Q4 | $1.06M | Hold |
21,357
| – | – | 0.48% | 45 |
|
|
2024
Q3 | $1.02M | Hold |
21,357
| – | – | 0.46% | 47 |
|
|
2024
Q2 | $1.04M | Sell |
21,357
-200
| -0.9% | -$9.7K | 0.51% | 43 |
|
|
2024
Q1 | $1.04M | Hold |
21,557
| – | – | 0.52% | 45 |
|
|
2023
Q4 | $955K | Sell |
21,557
-1,327
| -6% | -$58.8K | 0.52% | 48 |
|
|
2023
Q3 | $1.02M | Buy |
22,884
+26
| +0.1% | +$1.16K | 0.61% | 40 |
|
|
2023
Q2 | $981K | Buy |
22,858
+266
| +1% | +$11.4K | 0.58% | 41 |
|
|
2023
Q1 | $940K | Buy |
22,592
+147
| +0.7% | +$6.12K | 0.59% | 43 |
|
|
2022
Q4 | $927K | Buy |
22,445
+23
| +0.1% | +$950 | 0.61% | 48 |
|
|
2022
Q3 | $884K | Sell |
22,422
-364
| -2% | -$14.4K | 0.63% | 45 |
|
|
2022
Q2 | $840K | Buy |
+22,786
| New | +$840K | 0.55% | 55 |
|
|
2021
Q4 | $671K | Buy |
+19,179
| New | +$671K | 0.37% | 91 |
|
|
2021
Q1 | $840K | Buy |
+20,845
| New | +$840K | 0.48% | 67 |
|