EWM
Endowment 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 | $214K | Sell |
3,410
-154
| -4% | -$9.65K | 0.11% | 137 |
|
|
2025
Q1 | $227K | Sell |
3,564
-293
| -8% | -$18.7K | 0.15% | 126 |
|
|
2024
Q4 | $234K | Sell |
3,857
-390
| -9% | -$23.6K | 0.16% | 118 |
|
|
2024
Q3 | $231K | Sell |
4,247
-902
| -18% | -$49.1K | 0.15% | 112 |
|
|
2024
Q2 | $263K | Sell |
5,149
-325
| -6% | -$16.6K | 0.19% | 105 |
|
|
2024
Q1 | $268K | Sell |
5,474
-1,242
| -18% | -$60.8K | 0.2% | 104 |
|
|
2023
Q4 | $300K | Sell |
6,716
-2,224
| -25% | -$99.2K | 0.25% | 91 |
|
|
2023
Q3 | $379K | Sell |
8,940
-516
| -5% | -$21.9K | 0.34% | 76 |
|
|
2023
Q2 | $393K | Sell |
9,456
-324
| -3% | -$13.5K | 0.36% | 71 |
|
|
2023
Q1 | $391K | Sell |
9,780
-75
| -0.8% | -$3K | 0.39% | 68 |
|
|
2022
Q4 | $402K | Sell |
9,855
-232
| -2% | -$9.46K | 0.44% | 60 |
|
|
2022
Q3 | $378K | Sell |
10,087
-1,993
| -16% | -$74.7K | 0.46% | 60 |
|
|
2022
Q2 | $460K | Buy |
12,080
+1,146
| +10% | +$43.6K | 0.55% | 48 |
|
|
2022
Q1 | $467K | Buy |
10,934
+726
| +7% | +$31K | 0.49% | 52 |
|
|
2021
Q4 | $361K | Buy |
+10,208
| New | +$361K | 0.37% | 57 |
|