Concert Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,333
| Closed | -$149K | – | 326 |
|
|
2017
Q1 | $149K | Hold |
3,333
| – | – | 0.03% | 461 |
|
|
2016
Q4 | $149K | Hold |
3,333
| – | – | 0.03% | 463 |
|
|
2016
Q3 | $152K | Hold |
3,333
| – | – | 0.02% | 699 |
|
|
2016
Q2 | $138K | Sell |
3,333
-134
| -4% | -$5.55K | 0.02% | 633 |
|
|
2016
Q1 | $120K | Hold |
3,467
| – | – | 0.02% | 639 |
|
|
2015
Q4 | $121K | Buy |
+3,467
| New | +$121K | 0.02% | 641 |
|