CA
DM
Cumberland Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-530
| Closed | -$16K | – | 52 |
|
2016
Q4 | $16K | Hold |
530
| – | – | 0.01% | 47 |
|
2016
Q3 | $13K | Buy |
530
+170
| +47% | +$4.17K | 0.01% | 48 |
|
2016
Q2 | $10K | Hold |
360
| – | – | 0.01% | 51 |
|
2016
Q1 | $12K | Hold |
360
| – | – | 0.01% | 41 |
|
2015
Q4 | $11K | Buy |
+360
| New | +$11K | 0.01% | 51 |
|