McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51
| Closed | -$14K | – | 316 |
|
|
2024
Q2 | $14K | Sell |
51
-235
| -82% | -$64.5K | 0.01% | 234 |
|
|
2024
Q1 | $14K | Sell |
286
-198
| -41% | -$9.69K | 0.01% | 228 |
|
|
2023
Q4 | $22K | Buy |
484
+7
| +1% | +$318 | 0.02% | 226 |
|
|
2023
Q3 | $20K | Buy |
477
+7
| +1% | +$294 | 0.02% | 218 |
|
|
2023
Q2 | $19K | Buy |
470
+7
| +2% | +$283 | 0.02% | 223 |
|
|
2023
Q1 | $18K | Buy |
463
+6
| +1% | +$233 | 0.02% | 216 |
|
|
2022
Q4 | $18K | Buy |
457
+6
| +1% | +$236 | 0.02% | 218 |
|
|
2022
Q3 | $16K | Buy |
+451
| New | +$16K | 0.02% | 211 |
|