Bard Financial Services’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-146,015
| Closed | -$1.9M | – | 232 |
|
2024
Q2 | $1.9M | Sell |
146,015
-17,400
| -11% | -$226K | 0.2% | 91 |
|
2024
Q1 | $2.04M | Sell |
163,415
-8,535
| -5% | -$107K | 0.22% | 91 |
|
2023
Q4 | $1.75M | Buy |
171,950
+43,187
| +34% | +$440K | 0.2% | 93 |
|
2023
Q3 | $1.21M | Buy |
128,763
+58,963
| +84% | +$552K | 0.15% | 105 |
|
2023
Q2 | $667K | Buy |
69,800
+7,900
| +13% | +$75.5K | 0.05% | 193 |
|
2023
Q1 | $358K | Buy |
61,900
+45,900
| +287% | +$265K | 0.03% | 239 |
|
2022
Q4 | $107K | Buy |
+16,000
| New | +$107K | 0.01% | 291 |
|