WBH Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $413K | Sell |
8,233
-984
| -11% | -$49.4K | 0.04% | 248 |
|
2025
Q1 | $491K | Sell |
9,217
-300
| -3% | -$16K | 0.05% | 214 |
|
2024
Q4 | $470K | Sell |
9,517
-319
| -3% | -$15.8K | 0.04% | 218 |
|
2024
Q3 | $472K | Sell |
9,836
-473
| -5% | -$22.7K | 0.04% | 220 |
|
2024
Q2 | $500K | Sell |
10,309
-12,004
| -54% | -$582K | 0.05% | 210 |
|
2024
Q1 | $1.08M | Buy |
22,313
+11,092
| +99% | +$535K | 0.11% | 143 |
|
2023
Q4 | $497K | Sell |
11,221
-1,953
| -15% | -$86.5K | 0.06% | 210 |
|
2023
Q3 | $587K | Sell |
13,174
-5,342
| -29% | -$238K | 0.07% | 189 |
|
2023
Q2 | $795K | Sell |
18,516
-16,824
| -48% | -$722K | 0.09% | 158 |
|
2023
Q1 | $1.47M | Buy |
+35,340
| New | +$1.47M | 0.18% | 112 |
|
2022
Q3 | $1.62M | Sell |
40,988
-675
| -2% | -$26.6K | 0.23% | 97 |
|
2022
Q2 | $1.56M | Buy |
41,663
+5,841
| +16% | +$218K | 0.21% | 104 |
|
2022
Q1 | $1.48M | Buy |
+35,822
| New | +$1.48M | 0.18% | 116 |
|