Evergreen Capital Management’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
2018
Q3
Sell
-13,200
Closed -$180K 410
2018
Q2
$180K Buy
13,200
+25
+0.2% +$341 0.02% 344
2018
Q1
$202K Hold
13,175
0.02% 338
2017
Q4
$401K Sell
13,175
-4,625
-26% -$141K 0.04% 181
2017
Q3
$570K Buy
+17,800
New +$570K 0.07% 149