Lake Street Advisors Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,525
| Closed | -$232K | – | 247 |
|
|
2019
Q1 | $232K | Hold |
13,525
| – | – | 0.02% | 193 |
|
|
2018
Q4 | $244K | Hold |
13,525
| – | – | 0.03% | 161 |
|
|
2018
Q3 | $242K | Sell |
13,525
-3,250
| -19% | -$52.1K | 0.03% | 170 |
|
|
2018
Q2 | $228K | Buy |
+16,775
| New | +$240K | 0.02% | 287 |
|