OWA
ORBA Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
6,623
-2,389
| -27% | -$150K | 0.38% | 50 |
|
|
2025
Q1 | $575K | Sell |
9,012
-22
| -0.2% | -$1.4K | 0.29% | 56 |
|
|
2024
Q4 | $547K | Buy |
9,034
+19
| +0.2% | +$1.15K | 0.29% | 59 |
|
|
2024
Q3 | $491K | Sell |
9,015
-1,330
| -13% | -$72.4K | 0.25% | 66 |
|
|
2024
Q2 | $528K | Buy |
10,345
+3
| +0% | +$153 | 0.27% | 59 |
|
|
2024
Q1 | $507K | Buy |
10,342
+3
| +0% | +$147 | 0.28% | 55 |
|
|
2023
Q4 | $461K | Buy |
+10,339
| New | +$461K | 0.28% | 52 |
|