Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,355
| Closed | -$681K | – | 83 |
|
|
2015
Q2 | $681K | Buy |
8,355
+217
| +3% | +$17.7K | 0.57% | 32 |
|
|
2015
Q1 | $635K | Buy |
8,138
+587
| +8% | +$45.8K | 0.52% | 34 |
|
|
2014
Q4 | $667K | Buy |
7,551
+3,276
| +77% | +$289K | 0.6% | 31 |
|
|
2014
Q3 | $384K | Buy |
4,275
+76
| +2% | +$6.83K | 0.4% | 49 |
|
|
2014
Q2 | $405K | Sell |
4,199
-39
| -0.9% | -$3.76K | 0.43% | 45 |
|
|
2014
Q1 | $302K | Buy |
+4,238
| New | +$302K | 0.35% | 50 |
|