Mascoma Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-124
| Closed | -$5.07K | – | 608 |
|
|
2023
Q1 | $5.07K | Hold |
124
| – | – | ﹤0.01% | 480 |
|
|
2022
Q4 | $5.05K | Hold |
124
| – | – | ﹤0.01% | 488 |
|
|
2022
Q3 | $5K | Sell |
124
-484
| -80% | -$19.5K | ﹤0.01% | 481 |
|
|
2022
Q2 | $23K | Hold |
608
| – | – | 0.01% | 332 |
|
|
2022
Q1 | $26K | Hold |
608
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $21K | Hold |
608
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $22K | Buy |
+608
| New | +$22K | 0.01% | 285 |
|
|
2021
Q2 | – | Sell |
-643
| Closed | -$20K | – | 322 |
|
|
2021
Q1 | $20K | Buy |
+643
| New | +$20K | 0.01% | 292 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$1K | – | 248 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 364 |
|
|
2019
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 375 |
|