Cornerstone Wealth Management’s Evolve Transition Infrastructure LP SNMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-533
Closed -$3.21K – 529
2023
Q1
$3.21K Buy
+533
New +$3.38K ﹤0.01% 469
2022
Q3
$5K Hold
533
– – ﹤0.01% 440
2022
Q2
$7K Hold
533
– – ﹤0.01% 444
2022
Q1
$8K Hold
533
– – ﹤0.01% 460
2021
Q4
$9K Buy
+533
New +$15K ﹤0.01% 498

Cornerstone Wealth Management's SNMP Position: Q2 2023 in Review

Cornerstone Wealth Management sold out of Evolve Transition Infrastructure LP (SNMP) in Q2 2023, closing a stake of 533 shares — an estimated $3.21K sold.

Cornerstone Wealth Management first reported a position in SNMP in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 0 funds tracked by Wall St. Rank hold SNMP as of Q2 2023.

  • Cornerstone Wealth Management reported no remaining Evolve Transition Infrastructure LP position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 533 Evolve Transition Infrastructure LP shares in Q2 2023, an estimated $3.21K.
  • Cornerstone Wealth Management first reported a position in Evolve Transition Infrastructure LP in Q4 2021 and held it in 5 quarters.
  • Cornerstone Wealth Management's Evolve Transition Infrastructure LP position peaked at $9K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Evolve Transition Infrastructure LP as of Q2 2023.

Based on Cornerstone Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.