AWM
EQM
Avior Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,006
| Closed | -$59K | – | 1023 |
|
|
2020
Q1 | $59K | Sell |
5,006
-1,981
| -28% | -$23.3K | 0.01% | 444 |
|
|
2019
Q4 | $208K | Sell |
6,987
-608
| -8% | -$18.1K | 0.03% | 367 |
|
|
2019
Q3 | $248K | Hold |
7,595
| – | – | 0.04% | 335 |
|
|
2019
Q2 | $339K | Buy |
7,595
+805
| +12% | +$35.9K | 0.06% | 270 |
|
|
2019
Q1 | $313K | Sell |
6,790
-433
| -6% | -$20K | 0.07% | 267 |
|
|
2018
Q4 | $312K | Hold |
7,223
| – | – | 0.08% | 239 |
|
|
2018
Q3 | $381K | Buy |
7,223
+1,176
| +19% | +$62K | 0.08% | 226 |
|
|
2018
Q2 | $312K | Buy |
6,047
+759
| +14% | +$39.2K | 0.07% | 241 |
|
|
2018
Q1 | $312K | Buy |
5,288
+617
| +13% | +$36.4K | 0.07% | 226 |
|
|
2017
Q4 | $341K | Buy |
4,671
+4,367
| +1,437% | +$319K | 0.08% | 222 |
|
|
2017
Q3 | $23K | Hold |
304
| – | – | 0.01% | 270 |
|
|
2017
Q2 | $23K | Hold |
304
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $23K | Hold |
304
| – | – | 0.01% | 283 |
|
|
2016
Q4 | $23K | Hold |
304
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $23K | Hold |
304
| – | – | 0.01% | 287 |
|
|
2016
Q2 | $24K | Buy |
304
+70
| +30% | +$5.53K | 0.01% | 269 |
|
|
2016
Q1 | $17K | Hold |
234
| – | – | 0.01% | 303 |
|
|
2015
Q4 | $18K | Buy |
234
+16
| +7% | +$1.23K | 0.01% | 260 |
|
|
2015
Q3 | $14K | Buy |
218
+34
| +18% | +$2.18K | 0.01% | 266 |
|
|
2015
Q2 | $15K | Buy |
+184
| New | +$15K | 0.01% | 239 |
|