WMR
Wealth Management Resources’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-137,218
| Closed | -$5.49M | – | 43 |
|
|
2023
Q1 | $5.49M | Buy |
137,218
+4,139
| +3% | +$166K | 3.38% | 15 |
|
|
2022
Q4 | $5.42M | Buy |
133,079
+1,041
| +0.8% | +$42.4K | 3.52% | 15 |
|
|
2022
Q3 | $4.95M | Buy |
132,038
+5,682
| +4% | +$213K | 3.29% | 16 |
|
|
2022
Q2 | $4.82M | Buy |
+126,356
| New | +$4.82M | 2.96% | 17 |
|