Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,082
| Closed | -$12K | – | 1953 |
|
|
2020
Q1 | $12K | Hold |
1,082
| – | – | ﹤0.01% | 632 |
|
|
2019
Q4 | $32K | Sell |
1,082
-2,716
| -72% | -$80.3K | 0.01% | 416 |
|
|
2019
Q3 | $123K | Sell |
3,798
-538
| -12% | -$17.4K | 0.04% | 187 |
|
|
2019
Q2 | $192K | Sell |
4,336
-982
| -18% | -$43.5K | 0.06% | 134 |
|
|
2019
Q1 | $243K | Buy |
5,318
+350
| +7% | +$16K | 0.08% | 113 |
|
|
2018
Q4 | $214K | Buy |
4,968
+25
| +0.5% | +$1.08K | 0.08% | 101 |
|
|
2018
Q3 | $261K | Buy |
+4,943
| New | +$261K | 0.11% | 87 |
|
|
2018
Q2 | – | Sell |
-3,501
| Closed | -$206K | – | 124 |
|
|
2018
Q1 | $206K | Buy |
+3,501
| New | +$206K | 0.08% | 102 |
|