Creative Planning’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | -$3K | – | 4223 |
|
|
2017
Q2 | $3K | Sell |
100
-186
| -65% | -$5.58K | ﹤0.01% | 4165 |
|
|
2017
Q1 | $9K | Hold |
286
| – | – | ﹤0.01% | 3643 |
|
|
2016
Q4 | $8K | Hold |
286
| – | – | ﹤0.01% | 3655 |
|
|
2016
Q3 | $7K | Hold |
286
| – | – | ﹤0.01% | 3679 |
|
|
2016
Q2 | $8K | Sell |
286
-186
| -39% | -$5.2K | ﹤0.01% | 3370 |
|
|
2016
Q1 | $16K | Buy |
472
+286
| +154% | +$9.7K | ﹤0.01% | 2915 |
|
|
2015
Q4 | $6K | Hold |
186
| – | – | ﹤0.01% | 3561 |
|
|
2015
Q3 | $5K | Buy |
+186
| New | +$5K | ﹤0.01% | 3606 |
|