Laidlaw Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
– Sell
-8,145
Closed -$332K – 370
2022
Q4
$332K Sell
8,145
-2,545
-24% -$105K 0.07% 252
2022
Q3
$401K Sell
10,690
-4,565
-30% -$186K 0.09% 197
2022
Q2
$581K Sell
15,255
-11,070
-42% -$466K 0.12% 183
2022
Q1
$1.13M Buy
+26,325
New +$1.04M 0.19% 132

Other funds holding MLPX

Laidlaw Wealth Management's MLPX Position: Q1 2023 in Review

Laidlaw Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2023, closing a stake of 8,145 shares — an estimated $332K sold.

Laidlaw Wealth Management first reported a position in MLPX in Q1 2022 and held it in 4 quarters. The position peaked at $1.13M in Q1 2022. 179 funds tracked by Wall St. Rank hold MLPX as of Q1 2023.

  • Laidlaw Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 8,145 Global X MLP & Energy Infrastructure ETF shares in Q1 2023, an estimated $332K.
  • Laidlaw Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and held it in 4 quarters.
  • Laidlaw Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.13M in Q1 2022.
  • 179 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2023.

Based on Laidlaw Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.