JFS Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-479
| Closed | -$6.22K | – | 2034 |
|
|
2024
Q2 | $6.22K | Hold |
479
| – | – | ﹤0.01% | 975 |
|
|
2024
Q1 | $5.98K | Hold |
479
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q4 | $4.88K | Buy |
479
+10
| +2% | +$102 | ﹤0.01% | 1067 |
|
|
2023
Q3 | $4.4K | Buy |
469
+93
| +25% | +$872 | ﹤0.01% | 1041 |
|
|
2023
Q2 | $3.6K | Sell |
376
-1,190
| -76% | -$11.4K | ﹤0.01% | 1157 |
|
|
2023
Q1 | $9.05K | Sell |
1,566
-325
| -17% | -$1.88K | ﹤0.01% | 749 |
|
|
2022
Q4 | $12.7K | Sell |
1,891
-137
| -7% | -$918 | ﹤0.01% | 630 |
|
|
2022
Q3 | $15K | Buy |
2,028
+163
| +9% | +$1.21K | ﹤0.01% | 634 |
|
|
2022
Q2 | $12K | Buy |
1,865
+113
| +6% | +$727 | ﹤0.01% | 728 |
|
|
2022
Q1 | $15K | Buy |
1,752
+21
| +1% | +$180 | ﹤0.01% | 683 |
|
|
2021
Q4 | $18K | Buy |
1,731
+226
| +15% | +$2.35K | ﹤0.01% | 593 |
|
|
2021
Q3 | $15K | Hold |
1,505
| – | – | ﹤0.01% | 591 |
|
|
2021
Q2 | $13K | Sell |
1,505
-99
| -6% | -$855 | ﹤0.01% | 419 |
|
|
2021
Q1 | $13K | Hold |
1,604
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $13K | Hold |
1,604
| – | – | ﹤0.01% | 394 |
|
|
2020
Q3 | $14K | Hold |
1,604
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $13K | Buy |
1,604
+99
| +7% | +$802 | ﹤0.01% | 363 |
|
|
2020
Q1 | $8K | Hold |
1,505
| – | – | ﹤0.01% | 364 |
|
|
2019
Q4 | $20K | Hold |
1,505
| – | – | ﹤0.01% | 309 |
|
|
2019
Q3 | $22K | Hold |
1,505
| – | – | 0.01% | 293 |
|
|
2019
Q2 | $30K | Hold |
1,505
| – | – | 0.01% | 275 |
|
|
2019
Q1 | $33K | Hold |
1,505
| – | – | 0.01% | 255 |
|
|
2018
Q4 | $30K | Buy |
+1,505
| New | +$30K | 0.01% | 259 |
|