AWMS
Advocacy Wealth Management Services’s Cheniere Energy CQP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-700
| Closed | -$28K | – | 119 |
|
|
2019
Q4 | $28K | Hold |
700
| – | – | 0.01% | 77 |
|
|
2019
Q3 | $32K | Hold |
700
| – | – | 0.02% | 62 |
|
|
2019
Q2 | $30K | Hold |
700
| – | – | 0.02% | 63 |
|
|
2019
Q1 | $29K | Hold |
700
| – | – | 0.03% | 57 |
|
|
2018
Q4 | $25K | Hold |
700
| – | – | 0.02% | 70 |
|
|
2018
Q3 | $28K | Buy |
+700
| New | +$28K | 0.02% | 69 |
|
|
2018
Q2 | – | Sell |
-700
| Closed | -$20K | – | 177 |
|
|
2018
Q1 | $20K | Hold |
700
| – | – | 0.01% | 87 |
|
|
2017
Q4 | $21K | Hold |
700
| – | – | 0.01% | 104 |
|
|
2017
Q3 | $20K | Hold |
700
| – | – | 0.01% | 132 |
|
|
2017
Q2 | $23K | Hold |
700
| – | – | 0.01% | 121 |
|
|
2017
Q1 | $23K | Buy |
+700
| New | +$23K | 0.01% | 136 |
|
|
2016
Q1 | – | Sell |
-790
| Closed | -$20K | – | 519 |
|
|
2015
Q4 | $20K | Buy |
+790
| New | +$20K | 0.02% | 266 |
|
|
2013
Q3 | $198K | Sell |
7,502
-496
| -6% | -$13.1K | 0.54% | 39 |
|
|
2013
Q2 | $239K | Buy |
+7,998
| New | +$239K | 0.95% | 28 |
|