Leading Edge Financial Planning’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 | $222K | Hold |
3,538
| – | – | 0.06% | 52 |
|
|
2025
Q1 | $226K | Hold |
3,538
| – | – | 0.07% | 53 |
|
|
2024
Q4 | $214K | Sell |
3,538
-196
| -5% | -$11.9K | 0.07% | 55 |
|
|
2024
Q3 | $203K | Buy |
+3,734
| New | +$203K | 0.07% | 55 |
|
|
2024
Q2 | – | Sell |
-4,197
| Closed | -$206K | – | 53 |
|
|
2024
Q1 | $206K | Sell |
4,197
-833
| -17% | -$40.8K | 0.09% | 49 |
|
|
2023
Q4 | $224K | Sell |
5,030
-2,663
| -35% | -$119K | 0.12% | 55 |
|
|
2023
Q3 | $326K | Sell |
7,693
-2,864
| -27% | -$121K | 0.21% | 47 |
|
|
2023
Q2 | $439K | Sell |
10,557
-4,329
| -29% | -$180K | 0.29% | 34 |
|
|
2023
Q1 | $595K | Sell |
14,886
-44
| -0.3% | -$1.76K | 0.43% | 34 |
|
|
2022
Q4 | $609K | Buy |
+14,930
| New | +$609K | 0.53% | 31 |
|