LSAG
DM

Lake Street Advisors Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Lake Street Advisors Group’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow 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% -$58.2K 0.03% 170
2018
Q2 		$228K Buy
+16,775
New +$228K 0.02% 287