Baystate Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-613
| Closed | -$20K | – | 681 |
|
|
2019
Q3 | $20K | Buy |
613
+1
| +0.2% | +$33 | ﹤0.01% | 293 |
|
|
2019
Q2 | $27K | Hold |
612
| – | – | ﹤0.01% | 274 |
|
|
2019
Q1 | $28K | Hold |
612
| – | – | ﹤0.01% | 277 |
|
|
2018
Q4 | $28K | Hold |
612
| – | – | ﹤0.01% | 276 |
|
|
2018
Q3 | $32K | Buy |
612
+11
| +2% | +$575 | 0.01% | 251 |
|
|
2018
Q2 | $32K | Buy |
601
+12
| +2% | +$639 | ﹤0.01% | 244 |
|
|
2018
Q1 | $36K | Hold |
589
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $45K | Hold |
589
| – | – | 0.01% | 211 |
|
|
2017
Q3 | $45K | Hold |
589
| – | – | 0.01% | 194 |
|
|
2017
Q2 | $16K | Buy |
589
+6
| +1% | +$163 | ﹤0.01% | 301 |
|
|
2017
Q1 | $45K | Buy |
+583
| New | +$45K | 0.01% | 186 |
|