OWA
Outlook 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 | $1.11M | Buy |
17,770
+581
| +3% | +$36.4K | 0.29% | 66 |
|
2025
Q1 | $1.1M | Buy |
17,189
+3
| +0% | +$191 | 0.31% | 60 |
|
2024
Q4 | $1.04M | Sell |
17,186
-577
| -3% | -$34.9K | 0.3% | 61 |
|
2024
Q3 | $967K | Sell |
17,763
-5,210
| -23% | -$284K | 0.28% | 69 |
|
2024
Q2 | $1.17M | Sell |
22,973
-337
| -1% | -$17.2K | 0.37% | 54 |
|
2024
Q1 | $1.14M | Buy |
23,310
+513
| +2% | +$25.1K | 0.35% | 57 |
|
2023
Q4 | $1.02M | Buy |
22,797
+670
| +3% | +$29.9K | 0.36% | 58 |
|
2023
Q3 | $938K | Buy |
22,127
+6
| +0% | +$254 | 0.36% | 64 |
|
2023
Q2 | $920K | Sell |
22,121
-279
| -1% | -$11.6K | 0.35% | 66 |
|
2023
Q1 | $895K | Sell |
22,400
-375
| -2% | -$15K | 0.4% | 59 |
|
2022
Q4 | $928K | Buy |
22,775
+332
| +1% | +$13.5K | 0.44% | 53 |
|
2022
Q3 | $841K | Sell |
22,443
-955
| -4% | -$35.8K | 0.38% | 59 |
|
2022
Q2 | $892K | Buy |
23,398
+17,960
| +330% | +$685K | 0.37% | 67 |
|
2022
Q1 | $232K | Buy |
+5,438
| New | +$232K | 0.08% | 182 |
|