HCC
DM
Hirtle Callaghan & Co’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,926
| Closed | -$56K | – | 218 |
|
|
2017
Q2 | $56K | Hold |
1,926
| – | – | 0.01% | 59 |
|
|
2017
Q1 | $62K | Buy |
+1,926
| New | +$62K | 0.01% | 59 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$92K | – | 189 |
|
|
2015
Q4 | $92K | Hold |
3,000
| – | – | 0.02% | 95 |
|
|
2015
Q3 | $81K | Hold |
3,000
| – | – | 0.01% | 138 |
|
|
2015
Q2 | $115K | Buy |
+3,000
| New | +$115K | 0.04% | 126 |
|