Institute for Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,333
| Closed | -$61K | – | 433 |
|
|
2020
Q1 | $61K | Buy |
+3,333
| New | +$61K | 0.02% | 390 |
|
|
2019
Q2 | – | Sell |
-3,333
| Closed | -$132K | – | 485 |
|
|
2019
Q1 | $132K | Hold |
3,333
| – | – | 0.03% | 430 |
|
|
2018
Q4 | $109K | Buy |
+3,333
| New | +$109K | 0.04% | 257 |
|
|
2018
Q1 | – | Sell |
-3,333
| Closed | -$136K | – | 347 |
|
|
2017
Q4 | $136K | Buy |
+3,333
| New | +$136K | 0.03% | 369 |
|
|
2017
Q3 | – | Sell |
-3,333
| Closed | -$138K | – | 336 |
|
|
2017
Q2 | $138K | Buy |
+3,333
| New | +$138K | 0.04% | 392 |
|