Tradition Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-500
| Closed | -$22K | – | 874 |
|
2023
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 819 |
|
2023
Q3 | $22K | Buy |
500
+200
| +67% | +$8.8K | ﹤0.01% | 820 |
|
2023
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 985 |
|
2023
Q1 | $12K | Sell |
300
-209
| -41% | -$8.36K | ﹤0.01% | 963 |
|
2022
Q4 | $21K | Hold |
509
| – | – | ﹤0.01% | 742 |
|
2022
Q3 | $20K | Buy |
509
+9
| +2% | +$354 | ﹤0.01% | 760 |
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 664 |
|
2022
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 718 |
|
2021
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 776 |
|
2021
Q3 | $18K | Sell |
500
-100
| -17% | -$3.6K | ﹤0.01% | 758 |
|
2021
Q2 | $23K | Buy |
600
+100
| +20% | +$3.83K | ﹤0.01% | 726 |
|
2021
Q1 | $17K | Buy |
500
+200
| +67% | +$6.8K | ﹤0.01% | 668 |
|
2020
Q4 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 780 |
|