CWM
Collaborative Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
16,056
+4,485
| +39% | +$281K | 0.44% | 51 |
|
|
2025
Q1 | $738K | Buy |
11,571
+384
| +3% | +$24.5K | 0.35% | 61 |
|
|
2024
Q4 | $677K | Buy |
11,187
+20
| +0.2% | +$1.21K | 0.31% | 68 |
|
|
2024
Q3 | $608K | Sell |
11,167
-234
| -2% | -$12.7K | 0.27% | 82 |
|
|
2024
Q2 | $582K | Sell |
11,401
-106
| -0.9% | -$5.41K | 0.28% | 76 |
|
|
2024
Q1 | $564K | Sell |
11,507
-578
| -5% | -$28.3K | 0.28% | 78 |
|
|
2023
Q4 | $539K | Sell |
12,085
-44
| -0.4% | -$1.96K | 0.29% | 76 |
|
|
2023
Q3 | $514K | Sell |
12,129
-361
| -3% | -$15.3K | 0.31% | 79 |
|
|
2023
Q2 | $519K | Sell |
12,490
-215
| -2% | -$8.94K | 0.31% | 79 |
|
|
2023
Q1 | $508K | Sell |
12,705
-2,553
| -17% | -$102K | 0.32% | 78 |
|
|
2022
Q4 | $622K | Sell |
15,258
-392
| -3% | -$16K | 0.41% | 72 |
|
|
2022
Q3 | $587K | Sell |
15,650
-1,025
| -6% | -$38.4K | 0.42% | 72 |
|
|
2022
Q2 | $636K | Buy |
+16,675
| New | +$636K | 0.42% | 76 |
|
|
2021
Q4 | $614K | Buy |
+17,394
| New | +$614K | 0.34% | 98 |
|
|
2021
Q1 | $743K | Buy |
+17,382
| New | +$743K | 0.43% | 76 |
|