Tradition Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-304
Closed -$13K 1387
2023
Q2
$13K Hold
304
﹤0.01% 986
2023
Q1
$12K Hold
304
﹤0.01% 964
2022
Q4
$12K Hold
304
﹤0.01% 867
2022
Q3
$11K Buy
304
+4
+1% +$163 ﹤0.01% 910
2022
Q2
$11K Buy
+300
New +$12.6K ﹤0.01% 800

Other funds holding MLPX

Tradition Wealth Management's MLPX Position: Q3 2023 in Review

Tradition Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2023, closing a stake of 304 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in MLPX in Q2 2022 and held it in 5 quarters. The position peaked at $13K in Q2 2023. 176 funds tracked by Wall St. Rank hold MLPX as of Q3 2023.

  • Tradition Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 304 Global X MLP & Energy Infrastructure ETF shares in Q3 2023, an estimated $13K.
  • Tradition Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and held it in 5 quarters.
  • Tradition Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $13K in Q2 2023.
  • 176 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.