Pinnacle Wealth Management Advisory Group’s Global X MLP ETF MLPA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,809
| Closed | -$53K | – | 183 |
|
2020
Q1 | $53K | Sell |
2,809
-1,586
| -36% | -$29.9K | 0.03% | 157 |
|
2019
Q4 | $208K | Sell |
4,395
-1,543
| -26% | -$73K | 0.08% | 177 |
|
2019
Q3 | $299K | Buy |
5,938
+1,361
| +30% | +$68.5K | 0.13% | 141 |
|
2019
Q2 | $242K | Buy |
4,577
+342
| +8% | +$18.1K | 0.1% | 162 |
|
2019
Q1 | $225K | Buy |
4,235
+883
| +26% | +$46.9K | 0.1% | 164 |
|
2018
Q4 | $154K | Buy |
+3,352
| New | +$154K | 0.08% | 159 |
|
2018
Q1 | – | Sell |
-1,897
| Closed | -$112K | – | 150 |
|
2017
Q4 | $112K | Buy |
+1,897
| New | +$112K | 0.06% | 147 |
|