IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5190 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4991 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4809 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4566 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4359 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4125 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3992 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3921 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3859 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$4K | – | 3739 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2944 |
|
|
2018
Q3 | $5K | Sell |
100
-30
| -23% | -$1.5K | ﹤0.01% | 3211 |
|
|
2018
Q2 | $7K | Sell |
130
-1,398
| -91% | -$75.3K | ﹤0.01% | 3082 |
|
|
2018
Q1 | $112K | Hold |
1,528
| – | – | 0.01% | 1321 |
|
|
2017
Q4 | $112K | Sell |
1,528
-280
| -15% | -$20.5K | 0.01% | 1318 |
|
|
2017
Q3 | $136K | Hold |
1,808
| – | – | 0.01% | 1367 |
|
|
2017
Q2 | $135K | Buy |
1,808
+988
| +120% | +$73.8K | 0.01% | 1356 |
|
|
2017
Q1 | $63K | Buy |
+820
| New | +$63K | ﹤0.01% | 1780 |
|
|
2016
Q4 | – | Sell |
-72
| Closed | -$5K | – | 4178 |
|
|
2016
Q3 | $5K | Sell |
72
-119
| -62% | -$8.26K | ﹤0.01% | 3260 |
|
|
2016
Q2 | $15K | Buy |
+191
| New | +$15K | ﹤0.01% | 2544 |
|
|
2016
Q1 | – | Sell |
-246
| Closed | -$19K | – | 3767 |
|
|
2015
Q4 | $19K | Buy |
+246
| New | +$19K | ﹤0.01% | 2188 |
|