WAG
Wiser Advisor Group’s Global X MLP ETF MLPA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-19,825
| Closed | -$1.06M | – | 170 |
|
2025
Q1 | $1.06M | Buy |
19,825
+6,417
| +48% | +$342K | 1.56% | 23 |
|
2024
Q4 | $662K | Buy |
13,408
+739
| +6% | +$36.5K | 0.96% | 27 |
|
2024
Q3 | $608K | Buy |
12,669
+373
| +3% | +$17.9K | 0.91% | 28 |
|
2024
Q2 | $596K | Buy |
12,296
+1,474
| +14% | +$71.5K | 0.94% | 26 |
|
2024
Q1 | $523K | Buy |
10,822
+2,493
| +30% | +$121K | 0.82% | 28 |
|
2023
Q4 | $369K | Buy |
+8,329
| New | +$369K | 0.61% | 34 |
|