Swaine & Leidel Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-65,740
| Closed | -$1.24M | – | 57 |
|
|
2020
Q1 | $1.24M | Buy |
65,740
+1,908
| +3% | +$36K | 1.29% | 35 |
|
|
2019
Q4 | $3.02M | Buy |
63,832
+16,529
| +35% | +$781K | 2.52% | 19 |
|
|
2019
Q3 | $2.38M | Buy |
47,303
+4,360
| +10% | +$219K | 2.15% | 25 |
|
|
2019
Q2 | $2.27M | Buy |
42,943
+7,974
| +23% | +$422K | 2.43% | 14 |
|
|
2019
Q1 | $1.86M | Buy |
34,969
+6,771
| +24% | +$360K | 2.35% | 20 |
|
|
2018
Q4 | $1.48M | Buy |
+28,198
| New | +$1.48M | 2.35% | 23 |
|