JWM
EQM
Jacobus Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $183K | Hold |
2,440
| – | – | 0.05% | 174 |
|
|
2017
Q2 | $182K | Hold |
2,440
| – | – | 0.05% | 168 |
|
|
2017
Q1 | $188K | Hold |
2,440
| – | – | 0.05% | 157 |
|
|
2016
Q4 | $187K | Hold |
2,440
| – | – | 0.05% | 158 |
|
|
2016
Q3 | $186K | Hold |
2,440
| – | – | 0.05% | 177 |
|
|
2016
Q2 | $196K | Sell |
2,440
-7,935
| -76% | -$637K | 0.06% | 167 |
|
|
2016
Q1 | $772K | Buy |
10,375
+3,345
| +48% | +$249K | 0.23% | 86 |
|
|
2015
Q4 | $530K | Sell |
7,030
-290
| -4% | -$21.9K | 0.15% | 116 |
|
|
2015
Q3 | $486K | Buy |
7,320
+360
| +5% | +$23.9K | 0.14% | 119 |
|
|
2015
Q2 | $568K | Buy |
6,960
+3,300
| +90% | +$269K | 0.14% | 121 |
|
|
2015
Q1 | $284K | Hold |
3,660
| – | – | 0.07% | 179 |
|
|
2014
Q4 | $322K | Buy |
+3,660
| New | +$322K | 0.08% | 160 |
|