LCWP
Legacy Capital Wealth Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
29,246
-214
| -0.7% | -$13.4K | 0.42% | 40 |
|
|
2025
Q1 | $1.88M | Sell |
29,460
-2,547
| -8% | -$163K | 0.46% | 33 |
|
|
2024
Q4 | $1.94M | Sell |
32,007
-33,494
| -51% | -$2.03M | 0.48% | 30 |
|
|
2024
Q3 | $3.57M | Buy |
65,501
+31,709
| +94% | +$1.73M | 0.71% | 24 |
|
|
2024
Q2 | $1.73M | Buy |
+33,792
| New | +$1.73M | 0.44% | 40 |
|
|
2024
Q1 | – | Sell |
-39,147
| Closed | -$1.75M | – | 255 |
|
|
2023
Q4 | $1.75M | Sell |
39,147
-5,815
| -13% | -$259K | 0.49% | 40 |
|
|
2023
Q3 | $1.91M | Buy |
+44,962
| New | +$1.91M | 0.52% | 35 |
|
|
2023
Q2 | – | Sell |
-45,225
| Closed | -$1.81M | – | 157 |
|
|
2023
Q1 | $1.81M | Sell |
45,225
-1,842
| -4% | -$73.6K | 0.49% | 38 |
|
|
2022
Q4 | $1.92M | Buy |
47,067
+2,603
| +6% | +$106K | 0.92% | 27 |
|
|
2022
Q3 | $1.67M | Buy |
44,464
+670
| +2% | +$25.1K | 0.88% | 29 |
|
|
2022
Q2 | $1.67M | Buy |
43,794
+683
| +2% | +$26K | 0.84% | 29 |
|
|
2022
Q1 | $1.84M | Sell |
43,111
-8,666
| -17% | -$370K | 0.79% | 29 |
|
|
2021
Q4 | $1.99M | Buy |
51,777
+3,210
| +7% | +$123K | 0.82% | 21 |
|
|
2021
Q3 | $3.85M | Buy |
+48,567
| New | +$3.85M | 1.51% | 20 |
|
|
2021
Q2 | – | Sell |
-43,838
| Closed | -$1.39M | – | 59 |
|
|
2021
Q1 | $1.39M | Sell |
43,838
-242
| -0.5% | -$7.65K | 0.57% | 28 |
|
|
2020
Q4 | $1.19M | Buy |
+44,080
| New | +$1.19M | 0.51% | 28 |
|