Zimmermann Investment Management & Planning’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,463
| Closed | -$243K | – | 84 |
|
|
2024
Q3 | $243K | Hold |
4,463
| – | – | 0.07% | 129 |
|
|
2024
Q2 | $228K | Sell |
4,463
-111
| -2% | -$5.67K | 0.08% | 123 |
|
|
2024
Q1 | $224K | Buy |
+4,574
| New | +$224K | 0.08% | 122 |
|
|
2023
Q2 | – | Sell |
-5,428
| Closed | -$217K | – | 117 |
|
|
2023
Q1 | $217K | Sell |
5,428
-622
| -10% | -$24.8K | 0.11% | 106 |
|
|
2022
Q4 | $247K | Sell |
6,050
-4,903
| -45% | -$200K | 0.14% | 83 |
|
|
2022
Q3 | $411K | Sell |
10,953
-44,987
| -80% | -$1.69M | 0.26% | 60 |
|
|
2022
Q2 | $2.13M | Sell |
55,940
-3,706
| -6% | -$141K | 1.46% | 23 |
|
|
2022
Q1 | $2.55M | Buy |
59,646
+35,432
| +146% | +$1.51M | 1.51% | 23 |
|
|
2021
Q4 | $855K | Buy |
+24,214
| New | +$855K | 0.48% | 40 |
|