GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,498
| Closed | -$151K | – | 1521 |
|
|
2024
Q4 | $151K | Sell |
2,498
-2,498
| -50% | -$151K | ﹤0.01% | 855 |
|
|
2024
Q3 | $272K | Sell |
4,996
-27,139
| -84% | -$1.48M | 0.01% | 628 |
|
|
2024
Q2 | $1.64M | Buy |
32,135
+1,189
| +4% | +$60.7K | 0.07% | 184 |
|
|
2024
Q1 | $1.52M | Buy |
30,946
+549
| +2% | +$26.9K | 0.06% | 223 |
|
|
2023
Q4 | $1.36M | Sell |
30,397
-3,971
| -12% | -$177K | 0.11% | 178 |
|
|
2023
Q3 | $1.46M | Sell |
34,368
-104
| -0.3% | -$4.41K | 0.17% | 112 |
|
|
2023
Q2 | $1.43M | Buy |
34,472
+1,604
| +5% | +$66.7K | 0.15% | 101 |
|
|
2023
Q1 | $1.31M | Buy |
+32,868
| New | +$1.31M | 0.15% | 83 |
|
|
2019
Q4 | – | Sell |
-12,601
| Closed | -$465K | – | 161 |
|
|
2019
Q3 | $465K | Buy |
+12,601
| New | +$465K | 0.1% | 107 |
|