OCPWS
One Charles Private Wealth Services’s Global X MLP ETF MLPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,867
| Closed | -$216K | – | 148 |
|
|
2023
Q4 | $216K | Hold |
4,867
| – | – | 0.11% | 133 |
|
|
2023
Q3 | $217K | Hold |
4,867
| – | – | 0.13% | 118 |
|
|
2023
Q2 | $209K | Hold |
4,867
| – | – | 0.12% | 120 |
|
|
2023
Q1 | $202K | Buy |
+4,867
| New | +$202K | 0.13% | 118 |
|