SGCA
Steel Grove Capital Advisors’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 | $513K | Buy |
8,185
+827
| +11% | +$51.8K | 0.06% | 124 |
|
|
2025
Q1 | $470K | Buy |
7,358
+1,284
| +21% | +$81.9K | 0.07% | 114 |
|
|
2024
Q4 | $368K | Sell |
6,074
-657
| -10% | -$39.8K | 0.05% | 126 |
|
|
2024
Q3 | $364K | Sell |
6,731
-520
| -7% | -$28.1K | 0.05% | 129 |
|
|
2024
Q2 | $370K | Buy |
7,251
+2,214
| +44% | +$113K | 0.05% | 133 |
|
|
2024
Q1 | $247K | Sell |
5,037
-734
| -13% | -$36K | 0.03% | 189 |
|
|
2023
Q4 | $258K | Buy |
5,771
+591
| +11% | +$26.4K | 0.03% | 158 |
|
|
2023
Q3 | $220K | Buy |
+5,180
| New | +$220K | 0.03% | 169 |
|