CWA
DM
Cypress Wealth Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-36,725
| Closed | -$499K | – | 87 |
|
|
2018
Q2 | $499K | Sell |
36,725
-2,600
| -7% | -$35.3K | 0.54% | 53 |
|
|
2018
Q1 | $604K | Sell |
39,325
-9,800
| -20% | -$151K | 0.65% | 51 |
|
|
2017
Q4 | $1.5M | Buy |
+49,125
| New | +$1.5M | 1.43% | 25 |
|
|
2017
Q2 | – | Sell |
-23,925
| Closed | -$764K | – | 198 |
|
|
2017
Q1 | $764K | Buy |
23,925
+7,000
| +41% | +$224K | 0.35% | 65 |
|
|
2016
Q4 | $500K | Buy |
+16,925
| New | +$500K | 0.23% | 92 |
|
|
2015
Q3 | – | Sell |
-3,400
| Closed | -$130K | – | 196 |
|
|
2015
Q2 | $130K | Buy |
+3,400
| New | +$130K | 0.08% | 147 |
|