Global Wealth Management Investment Advisory’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 | $2.04M | Buy |
40,736
+3,016
| +8% | +$151K | 0.38% | 77 |
|
|
2025
Q1 | $2.01M | Buy |
37,720
+1,467
| +4% | +$78.1K | 0.4% | 72 |
|
|
2024
Q4 | $1.79M | Buy |
36,253
+4,036
| +13% | +$199K | 0.37% | 80 |
|
|
2024
Q3 | $1.55M | Buy |
32,217
+3,452
| +12% | +$166K | 0.33% | 81 |
|
|
2024
Q2 | $1.4M | Buy |
28,765
+1,637
| +6% | +$79.4K | 0.32% | 79 |
|
|
2024
Q1 | $1.31M | Buy |
27,128
+654
| +2% | +$31.5K | 0.32% | 81 |
|
|
2023
Q4 | $1.17M | Buy |
26,474
+410
| +2% | +$18.2K | 0.3% | 87 |
|
|
2023
Q3 | $1.16M | Buy |
26,064
+1,889
| +8% | +$84.2K | 0.33% | 83 |
|
|
2023
Q2 | $1.04M | Buy |
24,175
+1,447
| +6% | +$62.1K | 0.29% | 87 |
|
|
2023
Q1 | $945K | Buy |
22,728
+1,378
| +6% | +$57.3K | 0.28% | 85 |
|
|
2022
Q4 | $882K | Buy |
21,350
+3,383
| +19% | +$140K | 0.29% | 82 |
|
|
2022
Q3 | $709K | Buy |
17,967
+1,602
| +10% | +$63.2K | 0.25% | 91 |
|
|
2022
Q2 | $603K | Buy |
16,365
+1,675
| +11% | +$61.7K | 0.2% | 96 |
|
|
2022
Q1 | $592K | Buy |
14,690
+1,838
| +14% | +$74.1K | 0.18% | 101 |
|
|
2021
Q4 | $450K | Buy |
12,852
+2,392
| +23% | +$83.8K | 0.14% | 104 |
|
|
2021
Q3 | $369K | Buy |
10,460
+2,676
| +34% | +$94.4K | 0.12% | 106 |
|
|
2021
Q2 | $301K | Sell |
7,784
-1,469
| -16% | -$56.8K | 0.1% | 109 |
|
|
2021
Q1 | $306K | Buy |
9,253
+904
| +11% | +$29.9K | 0.11% | 107 |
|
|
2020
Q4 | $229K | Buy |
8,349
+809
| +11% | +$22.2K | 0.09% | 107 |
|
|
2020
Q3 | $166K | Buy |
7,540
+814
| +12% | +$17.9K | 0.07% | 110 |
|
|
2020
Q2 | $183K | Buy |
6,726
+2,755
| +69% | +$75K | 0.08% | 115 |
|
|
2020
Q1 | $75K | Buy |
3,971
+2,526
| +175% | +$47.7K | 0.04% | 150 |
|
|
2019
Q4 | $68K | Buy |
1,445
+1,357
| +1,542% | +$63.9K | 0.03% | 159 |
|
|
2019
Q3 | $4K | Sell |
88
-191
| -68% | -$8.68K | ﹤0.01% | 425 |
|
|
2019
Q2 | $15K | Sell |
279
-3,741
| -93% | -$201K | 0.01% | 313 |
|
|
2019
Q1 | $214K | Buy |
4,020
+1,511
| +60% | +$80.4K | 0.11% | 113 |
|
|
2018
Q4 | $115K | Buy |
+2,509
| New | +$115K | 0.07% | 162 |
|