SVWAG
Sound View Wealth Advisors Group’s Global X MLP ETF MLPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,200
| Closed | -$251K | – | 367 |
|
|
2024
Q1 | $251K | Hold |
5,200
| – | – | 0.03% | 329 |
|
|
2023
Q4 | $230K | Buy |
+5,200
| New | +$230K | 0.03% | 350 |
|
|
2023
Q2 | – | Sell |
-5,600
| Closed | -$233K | – | 369 |
|
|
2023
Q1 | $233K | Buy |
5,600
+400
| +8% | +$16.6K | 0.03% | 324 |
|
|
2022
Q4 | $230K | Buy |
+5,200
| New | +$230K | 0.03% | 350 |
|