EWM
Edge Wealth Management’s Global X MLP ETF MLPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-765
| Closed | -$27K | – | 305 |
|
|
2021
Q4 | $27K | Sell |
765
-300
| -28% | -$10.6K | ﹤0.01% | 232 |
|
|
2021
Q3 | $38K | Hold |
1,065
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $41K | Sell |
1,065
-4,725
| -82% | -$182K | 0.01% | 204 |
|
|
2021
Q1 | $192K | Hold |
5,790
| – | – | 0.04% | 96 |
|
|
2020
Q4 | $158K | Buy |
5,790
+50
| +0.9% | +$1.36K | 0.04% | 99 |
|
|
2020
Q3 | $126K | Hold |
5,740
| – | – | 0.03% | 130 |
|
|
2020
Q2 | $156K | Sell |
5,740
-154,332
| -96% | -$4.19M | 0.03% | 158 |
|
|
2020
Q1 | $479K | Buy |
+160,072
| New | +$479K | 0.1% | 96 |
|