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