Icon Wealth Partners’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,635
| Closed | -$267K | – | 176 |
|
|
2019
Q2 | $267K | Sell |
12,635
-1,053
| -8% | -$22.3K | 0.09% | 123 |
|
|
2019
Q1 | $344K | Buy |
13,688
+13
| +0.1% | +$327 | 0.13% | 97 |
|
|
2018
Q4 | $333K | Sell |
13,675
-1,107
| -7% | -$27K | 0.16% | 93 |
|
|
2018
Q3 | $349K | Buy |
14,782
+11,777
| +392% | +$278K | 0.15% | 115 |
|
|
2018
Q2 | $67K | Buy |
+3,005
| New | +$67K | 0.03% | 315 |
|
|
2018
Q1 | – | Sell |
-378
| Closed | -$10K | – | 819 |
|
|
2017
Q4 | $10K | Buy |
+378
| New | +$10K | 0.01% | 713 |
|