Heartwood Wealth Advisors’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 | $259K | Hold |
5,167
| – | – | 0.03% | 163 |
|
|
2025
Q1 | $275K | Hold |
5,167
| – | – | 0.03% | 147 |
|
|
2024
Q4 | $255K | Hold |
5,167
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $248K | Hold |
5,167
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $251K | Hold |
5,167
| – | – | 0.03% | 149 |
|
|
2024
Q1 | $249K | Hold |
5,167
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $229K | Hold |
5,167
| – | – | 0.03% | 127 |
|
|
2023
Q3 | $230K | Hold |
5,167
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $222K | Hold |
5,167
| – | – | 0.03% | 124 |
|
|
2023
Q1 | $215K | Hold |
5,167
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $213K | Hold |
5,167
| – | – | 0.03% | 118 |
|
|
2022
Q3 | $204K | Buy |
+5,167
| New | +$204K | 0.04% | 111 |
|
|
2022
Q2 | – | Sell |
-5,167
| Closed | -$208K | – | 123 |
|
|
2022
Q1 | $208K | Buy |
+5,167
| New | +$208K | 0.03% | 118 |
|