EP Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $460K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $3.24M | Buy |
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