Certified Advisory Corp’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Certified Advisory Corp’s Portfolio ETRN Stock Details ETRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,630	Closed	-$138K	–	307
2024 Q2	$138K	Buy	10,630 +115	+1%	+$1.54K	0.02%	282
2024 Q1	$131K	Buy	10,515 +151	+1%	+$1.62K	0.02%	261
2023 Q4	$106K	Buy	10,364 +168	+2%	+$1.58K	0.02%	258
2023 Q3	$95.5K	Buy	10,196 +160	+2%	+$1.53K	0.02%	241
2023 Q2	$95.9K	Buy	+10,036	New	+$67.4K	0.02%	226
2021 Q2	–	Sell	-8,448	Closed	-$69K	–	770
2021 Q1	$69K	Buy	+8,448	New	+$64.3K	0.02%	304
2020 Q2	$66K	Buy	7,995 +153	+2%	+$1.21K	0.02%	262
2020 Q1	$39K	Buy	7,842 +360	+5%	+$3.15K	0.02%	314
2019 Q4	$100K	Buy	7,482 +318	+4%	+$3.94K	0.03%	230
2019 Q3	$104K	Buy	7,164 +232	+3%	+$3.57K	0.04%	235
2019 Q2	$137K	Buy	6,932 +19	+0.3%	+$395	0.05%	200
2019 Q1	$151K	Buy	+6,913	New	+$138K	0.06%	180

Other funds holding ETRN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Certified Advisory Corp's ETRN Position: Q3 2024 in Review

Certified Advisory Corp sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 10,630 shares — an estimated $138K sold.

Certified Advisory Corp first reported a position in ETRN in Q1 2019 and held it in 12 quarters. The position peaked at $151K in Q1 2019. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

Certified Advisory Corp reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
Certified Advisory Corp sold 10,630 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $138K.
Certified Advisory Corp first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2019 and held it in 12 quarters.
Certified Advisory Corp's Equitrans Midstream Corporation Common Stock position peaked at $151K in Q1 2019.
5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Certified Advisory Corp's 13F filing for Q3 2024, filed 12 Nov 2024.