CWP
Concord Wealth Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-32
| Closed | -$1K | – | 737 |
|
|
2022
Q2 | $1K | Sell |
32
-11
| -26% | -$344 | ﹤0.01% | 1155 |
|
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 1109 |
|
|
2021
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q3 | $2K | Sell |
43
-25
| -37% | -$1.16K | ﹤0.01% | 763 |
|
|
2021
Q2 | $2K | Sell |
68
-24
| -26% | -$706 | ﹤0.01% | 900 |
|
|
2021
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 767 |
|
|
2020
Q4 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 547 |
|