Geneos Wealth Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$5.19K | – | 2636 |
|
|
2024
Q2 | $5.19K | Hold |
400
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q1 | $5K | Sell |
400
-128
| -24% | -$1.6K | ﹤0.01% | 1709 |
|
|
2023
Q4 | $5.37K | Buy |
528
+2
| +0.4% | +$20 | ﹤0.01% | 1712 |
|
|
2023
Q3 | $4.93K | Buy |
526
+126
| +32% | +$1.18K | ﹤0.01% | 1750 |
|
|
2023
Q2 | $3.82K | Hold |
400
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q1 | $2.31K | Hold |
400
| – | – | ﹤0.01% | 1879 |
|
|
2022
Q4 | $2.68K | Hold |
400
| – | – | ﹤0.01% | 1836 |
|
|
2022
Q3 | $2K | Sell |
400
-2,050
| -84% | -$10.3K | ﹤0.01% | 1889 |
|
|
2022
Q2 | $15K | Buy |
2,450
+2
| +0.1% | +$12 | ﹤0.01% | 1826 |
|
|
2022
Q1 | $20K | Buy |
2,448
+3
| +0.1% | +$25 | ﹤0.01% | 1811 |
|
|
2021
Q4 | $25K | Buy |
2,445
+2
| +0.1% | +$20 | ﹤0.01% | 1783 |
|
|
2021
Q3 | $25K | Buy |
2,443
+2
| +0.1% | +$20 | ﹤0.01% | 1812 |
|
|
2021
Q2 | $21K | Buy |
2,441
+1
| +0% | +$9 | ﹤0.01% | 1908 |
|
|
2021
Q1 | $19K | Hold |
2,440
| – | – | ﹤0.01% | 2114 |
|
|
2020
Q4 | $21K | Buy |
2,440
+5
| +0.2% | +$43 | ﹤0.01% | 1886 |
|
|
2020
Q3 | $20K | Buy |
2,435
+1
| +0% | +$8 | ﹤0.01% | 1664 |
|
|
2020
Q2 | $20K | Buy |
2,434
+978
| +67% | +$8.04K | ﹤0.01% | 1627 |
|
|
2020
Q1 | $6K | Buy |
1,456
+4
| +0.3% | +$16 | ﹤0.01% | 2007 |
|
|
2019
Q4 | $18K | Buy |
1,452
+4
| +0.3% | +$50 | ﹤0.01% | 1746 |
|
|
2019
Q3 | $20K | Buy |
1,448
+3
| +0.2% | +$41 | ﹤0.01% | 1614 |
|
|
2019
Q2 | $28K | Buy |
1,445
+2
| +0.1% | +$39 | ﹤0.01% | 1475 |
|
|
2019
Q1 | $31K | Buy |
1,443
+1
| +0.1% | +$21 | ﹤0.01% | 1374 |
|
|
2018
Q4 | $28K | Buy |
+1,442
| New | +$28K | ﹤0.01% | 1361 |
|