Whalen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
12,198
-32,671
| -73% | -$1.64M | 0.38% | 77 |
|
|
2025
Q1 | $2.39M | Sell |
44,869
-15,565
| -26% | -$829K | 1.59% | 17 |
|
|
2024
Q4 | $2.99M | Buy |
60,434
+13,236
| +28% | +$654K | 2.07% | 12 |
|
|
2024
Q3 | $2.26M | Sell |
47,198
-1,368
| -3% | -$65.6K | 1.6% | 16 |
|
|
2024
Q2 | $2.36M | Buy |
48,566
+26
| +0.1% | +$1.26K | 1.87% | 12 |
|
|
2024
Q1 | $2.34M | Buy |
48,540
+16,317
| +51% | +$787K | 1.73% | 9 |
|
|
2023
Q4 | $1.43M | Buy |
+32,223
| New | +$1.43M | 1.29% | 12 |
|