J.P. Morgan Private Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,928
| Closed | -$259K | – | 1529 |
|
|
2019
Q3 | $259K | Sell |
7,928
-5,219
| -40% | -$171K | ﹤0.01% | 1248 |
|
|
2019
Q2 | $587K | Buy |
13,147
+520
| +4% | +$23.2K | ﹤0.01% | 925 |
|
|
2019
Q1 | $583K | Buy |
+12,627
| New | +$583K | ﹤0.01% | 972 |
|
|
2018
Q4 | – | Sell |
-57,483
| Closed | -$3.03M | – | 1623 |
|
|
2018
Q3 | $3.03M | Buy |
57,483
+29,139
| +103% | +$1.54M | 0.01% | 536 |
|
|
2018
Q2 | $1.46M | Buy |
+28,344
| New | +$1.46M | 0.01% | 666 |
|
|
2016
Q2 | – | Sell |
-2,752
| Closed | -$205K | – | 1338 |
|
|
2016
Q1 | $205K | Buy |
+2,752
| New | +$205K | ﹤0.01% | 1074 |
|