Financial Architects (New Jersey)’s EQM Midstream Partners, LP EQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-290
| Closed | -$21K | – | 1476 |
|
|
2017
Q4 | $21K | Buy |
290
+10
| +4% | +$724 | ﹤0.01% | 840 |
|
|
2017
Q3 | $21K | Buy |
280
+30
| +12% | +$2.25K | ﹤0.01% | 858 |
|
|
2017
Q2 | $19K | Sell |
250
-70
| -22% | -$5.32K | ﹤0.01% | 868 |
|
|
2017
Q1 | $25K | Sell |
320
-50
| -14% | -$3.91K | ﹤0.01% | 788 |
|
|
2016
Q4 | $28K | Buy |
370
+70
| +23% | +$5.3K | 0.01% | 745 |
|
|
2016
Q3 | $23K | Hold |
300
| – | – | 0.01% | 805 |
|
|
2016
Q2 | $24K | Buy |
300
+30
| +11% | +$2.4K | 0.01% | 730 |
|
|
2016
Q1 | $20K | Buy |
+270
| New | +$20K | 0.01% | 578 |
|
|
2015
Q3 | – | Sell |
-150
| Closed | -$12K | – | 1021 |
|
|
2015
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 734 |
|
|
2015
Q1 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 675 |
|