Mount Yale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,740
| Closed | -$292K | – | 361 |
|
|
2020
Q2 | $292K | Sell |
11,740
-3,031
| -21% | -$75.4K | 0.05% | 268 |
|
|
2020
Q1 | $272K | Sell |
14,771
-1,576
| -10% | -$29K | 0.06% | 244 |
|
|
2019
Q4 | $572K | Sell |
16,347
-4,687
| -22% | -$164K | 0.1% | 173 |
|
|
2019
Q3 | $719K | Buy |
21,034
+123
| +0.6% | +$4.2K | 0.13% | 137 |
|
|
2019
Q2 | $735K | Sell |
20,911
-225
| -1% | -$7.91K | 0.14% | 131 |
|
|
2019
Q1 | $836K | Sell |
21,136
-4,400
| -17% | -$174K | 0.16% | 121 |
|
|
2018
Q4 | $948K | Sell |
25,536
-1,779
| -7% | -$66K | 0.19% | 117 |
|
|
2018
Q3 | $1.05M | Sell |
27,315
-4,419
| -14% | -$170K | 0.18% | 110 |
|
|
2018
Q2 | $1.27M | Buy |
+31,734
| New | +$1.27M | 0.24% | 96 |
|