IWC
Integrated Wealth Concepts’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-174,724
| Closed | -$2.26M | – | 435 |
|
|
2019
Q2 | $2.26M | Sell |
174,724
-175
| -0.1% | -$2.27K | 0.3% | 72 |
|
|
2019
Q1 | $2.31M | Buy |
174,899
+7,602
| +5% | +$100K | 0.39% | 60 |
|
|
2018
Q4 | $1.83M | Buy |
167,297
+4,759
| +3% | +$52K | 0.5% | 50 |
|
|
2018
Q3 | $2.22M | Sell |
162,538
-2,861
| -2% | -$39.1K | 0.67% | 37 |
|
|
2018
Q2 | $2.18M | Sell |
165,399
-9,172
| -5% | -$121K | 0.74% | 30 |
|
|
2018
Q1 | $2.02M | Buy |
174,571
+8,816
| +5% | +$102K | 0.81% | 24 |
|
|
2017
Q4 | $2.33M | Buy |
+165,755
| New | +$2.33M | 1% | 19 |
|