Ladenburg Thalmann Financial Services’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,949
| Closed | -$144K | – | 5520 |
|
|
2018
Q4 | $144K | Buy |
7,949
+1,133
| +17% | +$20.5K | ﹤0.01% | 2491 |
|
|
2018
Q3 | $122K | Buy |
6,816
+6,203
| +1,012% | +$111K | ﹤0.01% | 2681 |
|
|
2018
Q2 | $9K | Hold |
613
| – | – | ﹤0.01% | 4335 |
|
|
2018
Q1 | $9K | Buy |
613
+2
| +0.3% | +$29 | ﹤0.01% | 4335 |
|
|
2017
Q4 | $19K | Buy |
611
+1
| +0.2% | +$31 | ﹤0.01% | 3844 |
|
|
2017
Q3 | $20K | Buy |
610
+430
| +239% | +$14.1K | ﹤0.01% | 3698 |
|
|
2017
Q2 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 4358 |
|
|
2016
Q1 | – | Sell |
-231
| Closed | -$7K | – | 4900 |
|
|
2015
Q4 | $7K | Buy |
231
+2
| +0.9% | +$61 | ﹤0.01% | 3921 |
|
|
2015
Q3 | $6K | Sell |
229
-73
| -24% | -$1.91K | ﹤0.01% | 3875 |
|
|
2015
Q2 | $12K | Buy |
302
+1
| +0.3% | +$40 | ﹤0.01% | 3589 |
|
|
2015
Q1 | $12K | Buy |
301
+1
| +0.3% | +$40 | ﹤0.01% | 3539 |
|
|
2014
Q4 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 3332 |
|