Simplicity Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-15,134
| Closed | -$597K | – | 72 |
|
2022
Q3 | $597K | Sell |
15,134
-658
| -4% | -$26K | 0.8% | 40 |
|
2022
Q2 | $582K | Sell |
15,792
-11,035
| -41% | -$407K | 0.85% | 37 |
|
2022
Q1 | $1.08M | Sell |
26,827
-14,110
| -34% | -$569K | 1.05% | 27 |
|
2021
Q4 | $1.43M | Buy |
+40,937
| New | +$1.43M | 0.77% | 29 |
|