SWM
SFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,545
| Closed | -$673K | – | 108 |
|
|
2025
Q1 | $673K | Buy |
+10,545
| New | +$673K | 0.33% | 59 |
|
|
2023
Q3 | – | Sell |
-5,634
| Closed | -$234K | – | 105 |
|
|
2023
Q2 | $234K | Sell |
5,634
-9,881
| -64% | -$411K | 0.2% | 81 |
|
|
2023
Q1 | $620K | Buy |
15,515
+37
| +0.2% | +$1.48K | 0.69% | 26 |
|
|
2022
Q4 | $631K | Buy |
+15,478
| New | +$631K | 0.78% | 27 |
|