HB Wealth 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 | $673K | Hold |
13,409
| – | – | 0.01% | 632 |
|
2025
Q1 | $714K | Sell |
13,409
-425
| -3% | -$22.6K | 0.01% | 634 |
|
2024
Q4 | $684K | Buy |
13,834
+8
| +0.1% | +$395 | 0.01% | 520 |
|
2024
Q3 | $663K | Buy |
13,826
+417
| +3% | +$20K | 0.01% | 490 |
|
2024
Q2 | $650K | Hold |
13,409
| – | – | 0.01% | 462 |
|
2024
Q1 | $647K | Hold |
13,409
| – | – | 0.01% | 431 |
|
2023
Q4 | $594K | Hold |
13,409
| – | – | 0.01% | 413 |
|
2023
Q3 | $598K | Hold |
13,409
| – | – | 0.01% | 395 |
|
2023
Q2 | $576K | Sell |
13,409
-26
| -0.2% | -$1.12K | 0.01% | 384 |
|
2023
Q1 | $559K | Buy |
13,435
+26
| +0.2% | +$1.08K | 0.01% | 390 |
|
2022
Q4 | $554K | Buy |
13,409
+3,063
| +30% | +$126K | 0.01% | 370 |
|
2022
Q3 | $408K | Buy |
+10,346
| New | +$408K | 0.01% | 378 |
|