Great Valley Advisor Group’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,812
| Closed | -$193K | – | 842 |
|
|
2024
Q3 | $193K | Sell |
12,812
-491
| -4% | -$7.39K | ﹤0.01% | 808 |
|
|
2024
Q2 | $196K | Buy |
13,303
+9
| +0.1% | +$133 | 0.01% | 753 |
|
|
2024
Q1 | $187K | Sell |
13,294
-1,085
| -8% | -$15.3K | 0.01% | 717 |
|
|
2023
Q4 | $180K | Sell |
14,379
-527
| -4% | -$6.6K | 0.01% | 677 |
|
|
2023
Q3 | $179K | Sell |
14,906
-20,288
| -58% | -$243K | 0.01% | 637 |
|
|
2023
Q2 | $408K | Sell |
35,194
-51,509
| -59% | -$597K | 0.02% | 488 |
|
|
2023
Q1 | $910K | Sell |
86,703
-4,637
| -5% | -$48.6K | 0.04% | 323 |
|
|
2022
Q4 | $986K | Buy |
+91,340
| New | +$986K | 0.05% | 330 |
|