Liberty Wealth Management’s Global X MLP ETF MLPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-754
| Closed | -$27K | – | 739 |
|
|
2021
Q3 | $27K | Hold |
754
| – | – | 0.01% | 580 |
|
|
2021
Q2 | $29K | Hold |
754
| – | – | 0.01% | 426 |
|
|
2021
Q1 | $21K | Hold |
754
| – | – | 0.01% | 450 |
|
|
2020
Q4 | $21K | Hold |
754
| – | – | 0.01% | 447 |
|
|
2020
Q3 | $17K | Buy |
+754
| New | +$17K | 0.01% | 428 |
|
|
2020
Q2 | – | Sell |
-754
| Closed | -$14K | – | 937 |
|
|
2020
Q1 | $14K | Hold |
754
| – | – | 0.01% | 414 |
|
|
2019
Q4 | $36K | Hold |
754
| – | – | 0.03% | 313 |
|
|
2019
Q3 | $38K | Buy |
+754
| New | +$38K | 0.04% | 278 |
|