CWM
EQM
Cedar Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-310
| Closed | -$14K | – | 175 |
|
|
2019
Q2 | $14K | Buy |
310
+70
| +29% | +$3.16K | 0.01% | 143 |
|
|
2019
Q1 | $11K | Buy |
240
+130
| +118% | +$5.96K | 0.01% | 144 |
|
|
2018
Q4 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 144 |
|
|
2018
Q2 | – | Sell |
-2,480
| Closed | -$146K | – | 215 |
|
|
2018
Q1 | $146K | Hold |
2,480
| – | – | 0.09% | 68 |
|
|
2017
Q4 | $181K | Hold |
2,480
| – | – | 0.11% | 60 |
|
|
2017
Q3 | $186K | Hold |
2,480
| – | – | 0.11% | 56 |
|
|
2017
Q2 | $185K | Hold |
2,480
| – | – | 0.12% | 54 |
|
|
2017
Q1 | $191K | Hold |
2,480
| – | – | 0.12% | 54 |
|
|
2016
Q4 | $190K | Buy |
+2,480
| New | +$190K | 0.13% | 53 |
|
|
2016
Q3 | – | Sell |
-2,480
| Closed | -$199K | – | 131 |
|
|
2016
Q2 | $199K | Buy |
+2,480
| New | +$199K | 0.13% | 46 |
|