Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,071
| Closed | -$313K | – | 315 |
|
|
2017
Q1 | $313K | Buy |
+4,071
| New | +$313K | 0.03% | 227 |
|
|
2016
Q2 | – | Sell |
-14,649
| Closed | -$1.09M | – | 285 |
|
|
2016
Q1 | $1.09M | Sell |
14,649
-3,056
| -17% | -$227K | 0.11% | 70 |
|
|
2015
Q4 | $1.34M | Sell |
17,705
-554
| -3% | -$41.8K | 0.12% | 60 |
|
|
2015
Q3 | $1.21M | Sell |
18,259
-1,287
| -7% | -$85.4K | 0.13% | 62 |
|
|
2015
Q2 | $1.59M | Buy |
19,546
+750
| +4% | +$61.2K | 0.16% | 54 |
|
|
2015
Q1 | $1.46M | Sell |
18,796
-1,622
| -8% | -$126K | 0.14% | 60 |
|
|
2014
Q4 | $1.8M | Hold |
20,418
| – | – | 0.18% | 48 |
|
|
2014
Q3 | $1.83M | Hold |
20,418
| – | – | 0.18% | 46 |
|
|
2014
Q2 | $1.98M | Buy |
20,418
+543
| +3% | +$52.5K | 0.22% | 36 |
|
|
2014
Q1 | $1.4M | Hold |
19,875
| – | – | 0.18% | 49 |
|
|
2013
Q4 | $1.17M | Hold |
19,875
| – | – | 0.16% | 53 |
|
|
2013
Q3 | $978K | Buy |
+19,875
| New | +$978K | 0.15% | 58 |
|