OWM
Orgel Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,075,656
| Closed | -$44.5M | – | 40 |
|
|
2018
Q4 | $44.5M | Buy |
4,075,656
+124,710
| +3% | +$1.36M | 13.45% | 3 |
|
|
2018
Q3 | $52.8M | Sell |
3,950,946
-86
| -0% | -$1.15K | 23.09% | 2 |
|
|
2018
Q2 | $52.6M | Buy |
3,951,032
+99,720
| +3% | +$1.33M | 12.98% | 3 |
|
|
2018
Q1 | $45.3M | Buy |
3,851,312
+3,818,418
| +11,608% | +$44.9M | 11.22% | 3 |
|
|
2017
Q4 | $447K | Buy |
+32,894
| New | +$447K | 0.11% | 24 |
|