CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,246
| Closed | -$41K | – | 2024 |
|
|
2019
Q3 | $41K | Sell |
1,246
-870
| -41% | -$28.6K | ﹤0.01% | 1063 |
|
|
2019
Q2 | $95K | Hold |
2,116
| – | – | ﹤0.01% | 780 |
|
|
2019
Q1 | $98K | Buy |
2,116
+540
| +34% | +$25K | ﹤0.01% | 710 |
|
|
2018
Q4 | $68K | Sell |
1,576
-3,970
| -72% | -$171K | ﹤0.01% | 693 |
|
|
2018
Q3 | $293K | Buy |
5,546
+4,581
| +475% | +$242K | 0.01% | 370 |
|
|
2018
Q2 | $50K | Sell |
965
-705
| -42% | -$36.5K | ﹤0.01% | 682 |
|
|
2018
Q1 | $97K | Hold |
1,670
| – | – | 0.01% | 459 |
|
|
2017
Q4 | $122K | Buy |
+1,670
| New | +$122K | 0.01% | 408 |
|