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.