AWM
DM
Avior Wealth Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,552
| Closed | -$27K | – | 776 |
|
|
2018
Q4 | $27K | Sell |
1,552
-3,901
| -72% | -$67.9K | 0.01% | 505 |
|
|
2018
Q3 | $98K | Hold |
5,453
| – | – | 0.02% | 436 |
|
|
2018
Q2 | $74K | Hold |
5,453
| – | – | 0.02% | 461 |
|
|
2018
Q1 | $84K | Hold |
5,453
| – | – | 0.02% | 454 |
|
|
2017
Q4 | $166K | Buy |
5,453
+5,128
| +1,578% | +$156K | 0.04% | 379 |
|
|
2017
Q3 | $10K | Hold |
325
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $9K | Hold |
325
| – | – | ﹤0.01% | 323 |
|
|
2017
Q1 | $10K | Hold |
325
| – | – | ﹤0.01% | 354 |
|
|
2016
Q4 | $10K | Buy |
325
+204
| +169% | +$6.28K | ﹤0.01% | 336 |
|
|
2016
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 418 |
|
|
2016
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 408 |
|
|
2016
Q1 | $4K | Hold |
121
| – | – | ﹤0.01% | 411 |
|
|
2015
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 383 |
|
|
2015
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 363 |
|
|
2015
Q2 | $5K | Buy |
+121
| New | +$5K | ﹤0.01% | 315 |
|