Fulcrum Equity Management’s Global X MLP ETF MLPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,491
Closed -$1.13M 140
2024
Q3
$1.13M Sell
23,491
-836
-3% -$40.1K 0.95% 33
2024
Q2
$1.18M Sell
24,327
-1,486
-6% -$72.1K 1.06% 26
2024
Q1
$1.24M Sell
25,813
-2,204
-8% -$106K 1.47% 19
2023
Q4
$1.24M Buy
+28,017
New +$1.24M 1.53% 13