IFP Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-17
| Closed | – | – | 4085 |
|
|
2018
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 4148 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 3725 |
|
|
2017
Q4 | $1K | Sell |
17
-1,048
| -98% | -$61.6K | ﹤0.01% | 3725 |
|
|
2017
Q3 | $34K | Hold |
1,065
| – | – | ﹤0.01% | 2232 |
|
|
2017
Q2 | $31K | Hold |
1,065
| – | – | ﹤0.01% | 2285 |
|
|
2017
Q1 | $34K | Buy |
1,065
+65
| +7% | +$2.08K | ﹤0.01% | 2155 |
|
|
2016
Q4 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 2198 |
|
|
2016
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 2295 |
|
|
2016
Q2 | $28K | Buy |
+1,000
| New | +$28K | ﹤0.01% | 2125 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$31K | – | 3879 |
|
|
2015
Q4 | $31K | Buy |
+1,000
| New | +$31K | ﹤0.01% | 1890 |
|