Gladstone Institutional Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,040
| Closed | -$247K | – | 679 |
|
2024
Q1 | $247K | Sell |
5,040
-1,348
| -21% | -$66K | 0.01% | 570 |
|
2023
Q4 | $285K | Sell |
6,388
-1,794
| -22% | -$80K | 0.02% | 535 |
|
2023
Q3 | $347K | Sell |
8,182
-548
| -6% | -$23.2K | 0.02% | 464 |
|
2023
Q2 | $363K | Sell |
8,730
-706
| -7% | -$29.3K | 0.02% | 463 |
|
2023
Q1 | $377K | Sell |
9,436
-80
| -0.8% | -$3.2K | 0.02% | 472 |
|
2022
Q4 | $388K | Buy |
+9,516
| New | +$388K | 0.03% | 448 |
|
2019
Q3 | – | Sell |
-8,489
| Closed | -$329K | – | 295 |
|
2019
Q2 | $329K | Buy |
+8,489
| New | +$329K | 0.1% | 187 |
|