Sweet Financial Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $408K | Hold |
7,500
| – | – | 0.09% | 138 |
|
|
2024
Q2 | $383K | Hold |
7,500
| – | – | 0.09% | 137 |
|
|
2024
Q1 | $367K | Hold |
7,500
| – | – | 0.08% | 149 |
|
|
2023
Q4 | $335K | Hold |
7,500
| – | – | 0.08% | 150 |
|
|
2023
Q3 | $318K | Hold |
7,500
| – | – | 0.08% | 141 |
|
|
2023
Q2 | $312K | Hold |
7,500
| – | – | 0.08% | 138 |
|
|
2023
Q1 | $300K | Hold |
7,500
| – | – | 0.08% | 140 |
|
|
2022
Q4 | $306K | Sell |
7,500
-100
| -1% | -$4.08K | 0.09% | 136 |
|
|
2022
Q3 | $285K | Hold |
7,600
| – | – | 0.09% | 135 |
|
|
2022
Q2 | $290K | Hold |
7,600
| – | – | 0.09% | 129 |
|
|
2022
Q1 | $325K | Hold |
7,600
| – | – | 0.09% | 128 |
|
|
2021
Q4 | $268K | Buy |
+7,600
| New | +$268K | 0.11% | 118 |
|