EP Wealth Advisors’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 | $565K | Sell |
9,019
-412
| -4% | -$25.8K | ﹤0.01% | 739 |
|
|
2025
Q1 | $602K | Buy |
9,431
+400
| +4% | +$25.5K | ﹤0.01% | 642 |
|
|
2024
Q4 | $547K | Buy |
9,031
+12
| +0.1% | +$727 | ﹤0.01% | 662 |
|
|
2024
Q3 | $491K | Hold |
9,019
| – | – | ﹤0.01% | 701 |
|
|
2024
Q2 | $460K | Hold |
9,019
| – | – | ﹤0.01% | 555 |
|
|
2024
Q1 | $442K | Hold |
9,019
| – | – | 0.01% | 542 |
|
|
2023
Q4 | $402K | Hold |
9,019
| – | – | 0.01% | 545 |
|
|
2023
Q3 | $382K | Sell |
9,019
-11,981
| -57% | -$508K | 0.01% | 510 |
|
|
2023
Q2 | $375K | Buy |
21,000
+4,998
| +31% | +$89.2K | 0.01% | 518 |
|
|
2023
Q1 | $1.62M | Buy |
+16,002
| New | +$1.62M | 0.03% | 241 |
|
|
2022
Q3 | – | Sell |
-9,255
| Closed | -$353K | – | 515 |
|
|
2022
Q2 | $353K | Sell |
9,255
-637
| -6% | -$24.3K | 0.01% | 448 |
|
|
2022
Q1 | $423K | Buy |
+9,892
| New | +$423K | 0.01% | 414 |
|
|
2021
Q2 | – | Sell |
-15,968
| Closed | -$505K | – | 545 |
|
|
2021
Q1 | $505K | Sell |
15,968
-2,133
| -12% | -$67.5K | 0.02% | 311 |
|
|
2020
Q4 | $488K | Sell |
18,101
-128,796
| -88% | -$3.47M | 0.02% | 268 |
|
|
2020
Q3 | $3.24M | Buy |
+146,897
| New | +$3.24M | 0.14% | 84 |
|