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Elmwood Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Elmwood Wealth Management’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$17K – 235
2021
Q4 		$17K Buy
+500
New +$17.9K 0.01% 257

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BFS
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Wells Fargo
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ECM
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MGAM
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Elmwood Wealth Management's MLPA Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2022, closing a stake of 500 shares — an estimated $17K sold.

Elmwood Wealth Management first reported a position in MLPA in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 159 funds tracked by Wall St. Rank hold MLPA as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Global X MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 500 Global X MLP ETF shares in Q1 2022, an estimated $17K.
  • Elmwood Wealth Management first reported a position in Global X MLP ETF in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Global X MLP ETF position peaked at $17K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.