CWA
EQM
Cypress Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,475
| Closed | -$447K | – | 87 |
|
|
2018
Q3 | $447K | Sell |
8,475
-5,500
| -39% | -$290K | 0.47% | 54 |
|
|
2018
Q2 | $721K | Buy |
13,975
+950
| +7% | +$49K | 0.78% | 43 |
|
|
2018
Q1 | $769K | Buy |
13,025
+425
| +3% | +$25.1K | 0.83% | 41 |
|
|
2017
Q4 | $921K | Buy |
+12,600
| New | +$921K | 0.88% | 40 |
|
|
2017
Q2 | – | Sell |
-5,325
| Closed | -$409K | – | 193 |
|
|
2017
Q1 | $409K | Sell |
5,325
-225
| -4% | -$17.3K | 0.19% | 113 |
|
|
2016
Q4 | $426K | Buy |
5,550
+50
| +0.9% | +$3.84K | 0.19% | 107 |
|
|
2016
Q3 | $419K | Sell |
5,500
-4,050
| -42% | -$309K | 0.19% | 109 |
|
|
2016
Q2 | $767K | Buy |
9,550
+625
| +7% | +$50.2K | 0.38% | 62 |
|
|
2016
Q1 | $664K | Sell |
8,925
-275
| -3% | -$20.5K | 0.3% | 68 |
|
|
2015
Q4 | $694K | Hold |
9,200
| – | – | 0.35% | 62 |
|
|
2015
Q3 | $610K | Hold |
9,200
| – | – | 0.33% | 65 |
|
|
2015
Q2 | $750K | Buy |
+9,200
| New | +$750K | 0.44% | 58 |
|