CWP
ETRN
CFM Wealth Partners’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-69,891
| Closed | -$907K | – | 151 |
|
|
2024
Q2 | $907K | Hold |
69,891
| – | – | 0.17% | 79 |
|
|
2024
Q1 | $873K | Sell |
69,891
-464
| -0.7% | -$5.8K | 0.18% | 80 |
|
|
2023
Q4 | $716K | Hold |
70,355
| – | – | 0.16% | 90 |
|
|
2023
Q3 | $659K | Hold |
70,355
| – | – | 0.17% | 85 |
|
|
2023
Q2 | $673K | Hold |
70,355
| – | – | 0.16% | 94 |
|
|
2023
Q1 | $407K | Buy |
70,355
+5,718
| +9% | +$33.1K | 0.11% | 120 |
|
|
2022
Q4 | $433K | Hold |
64,637
| – | – | 0.13% | 120 |
|
|
2022
Q3 | $483K | Hold |
64,637
| – | – | 0.15% | 97 |
|
|
2022
Q2 | $411K | Sell |
64,637
-2,987
| -4% | -$19K | 0.12% | 121 |
|
|
2022
Q1 | $571K | Hold |
67,624
| – | – | 0.14% | 105 |
|
|
2021
Q4 | $700K | Hold |
67,624
| – | – | 0.16% | 101 |
|
|
2021
Q3 | $685K | Sell |
67,624
-757
| -1% | -$7.67K | 0.17% | 96 |
|
|
2021
Q2 | $582K | Hold |
68,381
| – | – | 0.15% | 93 |
|
|
2021
Q1 | $558K | Hold |
68,381
| – | – | 0.17% | 92 |
|
|
2020
Q4 | $550K | Hold |
68,381
| – | – | 0.18% | 85 |
|
|
2020
Q3 | $578K | Buy |
68,381
+2
| +0% | +$17 | 0.21% | 78 |
|
|
2020
Q2 | $568K | Buy |
+68,379
| New | +$568K | 0.22% | 79 |
|