IAG Wealth Partners’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
Q2 | $182K | Sell |
2,902
-15
| -0.5% | -$940 | 0.02% | 114 |
|
|
2025
Q1 | $186K | Sell |
2,917
-25
| -0.8% | -$1.6K | 0.03% | 110 |
|
|
2024
Q4 | $178K | Hold |
2,942
| – | – | 0.03% | 104 |
|
|
2024
Q3 | $160K | Sell |
2,942
-9
| -0.3% | -$490 | 0.03% | 103 |
|
|
2024
Q2 | $151K | Sell |
2,951
-200
| -6% | -$10.2K | 0.03% | 103 |
|
|
2024
Q1 | $154K | Sell |
3,151
-44
| -1% | -$2.16K | 0.03% | 100 |
|
|
2023
Q4 | $143K | Sell |
3,195
-163
| -5% | -$7.27K | 0.03% | 96 |
|
|
2023
Q3 | $142K | Sell |
3,358
-424
| -11% | -$18K | 0.04% | 92 |
|
|
2023
Q2 | $157K | Hold |
3,782
| – | – | 0.04% | 98 |
|
|
2023
Q1 | $151K | Sell |
3,782
-361
| -9% | -$14.4K | 0.04% | 90 |
|
|
2022
Q4 | $169K | Sell |
4,143
-1,611
| -28% | -$65.7K | 0.05% | 81 |
|
|
2022
Q3 | $216K | Sell |
5,754
-4,423
| -43% | -$166K | 0.07% | 57 |
|
|
2022
Q2 | $388K | Sell |
10,177
-96,204
| -90% | -$3.67M | 0.13% | 49 |
|
|
2022
Q1 | $4.55M | Sell |
106,381
-14,877
| -12% | -$636K | 1.43% | 16 |
|
|
2021
Q4 | $4.28M | Buy |
121,258
+1,704
| +1% | +$60.2K | 1.37% | 16 |
|
|
2021
Q3 | $4.29M | Sell |
119,554
-1,653
| -1% | -$59.3K | 1.53% | 15 |
|
|
2021
Q2 | $4.41M | Buy |
121,207
+355
| +0.3% | +$12.9K | 1.58% | 16 |
|
|
2021
Q1 | $3.82M | Buy |
120,852
+3,245
| +3% | +$103K | 1.46% | 18 |
|
|
2020
Q4 | $3.17M | Buy |
117,607
+6,960
| +6% | +$188K | 1.29% | 18 |
|
|
2020
Q3 | $2.44M | Buy |
110,647
+18,745
| +20% | +$414K | 1.13% | 20 |
|
|
2020
Q2 | $2.29M | Buy |
+91,902
| New | +$2.29M | 1.11% | 20 |
|