Financial Partners Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $247K | Hold |
6,064
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $227K | Hold |
6,064
| – | – | 0.05% | 112 |
|
|
2022
Q2 | $231K | Sell |
6,064
-165
| -3% | -$6.29K | 0.05% | 114 |
|
|
2022
Q1 | $266K | Sell |
6,229
-701
| -10% | -$29.9K | 0.05% | 113 |
|
|
2021
Q4 | $245K | Hold |
6,930
| – | – | 0.04% | 115 |
|
|
2021
Q3 | $249K | Sell |
6,930
-860
| -11% | -$30.9K | 0.05% | 107 |
|
|
2021
Q2 | $283K | Hold |
7,790
| – | – | 0.05% | 101 |
|
|
2021
Q1 | $246K | Sell |
7,790
-85,630
| -92% | -$2.71M | 0.05% | 103 |
|
|
2020
Q4 | $2.52M | Buy |
+93,420
| New | +$2.52M | 0.57% | 40 |
|