GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
2,512
-286
| -10% | -$14.4K | ﹤0.01% | 760 |
|
|
2025
Q1 | $149K | Sell |
2,798
-554
| -17% | -$29.5K | 0.01% | 723 |
|
|
2024
Q4 | $166K | Sell |
3,352
-1,420
| -30% | -$70.2K | 0.01% | 826 |
|
|
2024
Q3 | $229K | Buy |
4,772
+1,305
| +38% | +$62.6K | 0.01% | 675 |
|
|
2024
Q2 | $168K | Sell |
3,467
-1,916
| -36% | -$92.9K | 0.01% | 720 |
|
|
2024
Q1 | $260K | Buy |
5,383
+1,742
| +48% | +$84K | 0.01% | 608 |
|
|
2023
Q4 | $162K | Sell |
3,641
-85
| -2% | -$3.78K | 0.01% | 537 |
|
|
2023
Q3 | $166K | Buy |
+3,726
| New | +$166K | 0.02% | 301 |
|
|
2020
Q2 | – | Sell |
-2,333
| Closed | -$44K | – | 156 |
|
|
2020
Q1 | $44K | Hold |
2,333
| – | – | 0.03% | 91 |
|
|
2019
Q4 | $110K | Buy |
+2,333
| New | +$110K | 0.06% | 99 |
|