SWM
SFG Wealth Management’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 |
-12,767
| Closed | -$566K | – | 100 |
|
|
2023
Q4 | $566K | Buy |
12,767
+451
| +4% | +$20K | 0.38% | 44 |
|
|
2023
Q3 | $549K | Buy |
12,316
+2,977
| +32% | +$133K | 0.44% | 41 |
|
|
2023
Q2 | $401K | Sell |
9,339
-14,494
| -61% | -$622K | 0.34% | 55 |
|
|
2023
Q1 | $991K | Buy |
23,833
+376
| +2% | +$15.6K | 1.1% | 20 |
|
|
2022
Q4 | $969K | Sell |
23,457
-3,420
| -13% | -$141K | 1.2% | 18 |
|
|
2022
Q3 | $1.06M | Sell |
26,877
-30,250
| -53% | -$1.19M | 1.43% | 20 |
|
|
2022
Q2 | $2.11M | Buy |
+57,127
| New | +$2.11M | 2.45% | 12 |
|