Independence Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,975
| Closed | -$262K | – | 133 |
|
|
2014
Q4 | $262K | Hold |
2,975
| – | – | 0.16% | 104 |
|
|
2014
Q3 | $267K | Sell |
2,975
-5,096
| -63% | -$457K | 0.18% | 82 |
|
|
2014
Q2 | $781K | Buy |
8,071
+2,005
| +33% | +$194K | 0.5% | 35 |
|
|
2014
Q1 | $427K | Buy |
6,066
+982
| +19% | +$69.1K | 0.29% | 64 |
|
|
2013
Q4 | $299K | Sell |
5,084
-400
| -7% | -$23.5K | 0.2% | 78 |
|
|
2013
Q3 | $270K | Buy |
+5,484
| New | +$270K | 0.2% | 84 |
|