Lee Financial’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,022
| Closed | -$25.3K | – | 174 |
|
|
2023
Q4 | $25.3K | Hold |
2,022
| – | – | ﹤0.01% | 287 |
|
|
2023
Q3 | $24.2K | Hold |
2,022
| – | – | ﹤0.01% | 281 |
|
|
2023
Q2 | $23.5K | Buy |
+2,022
| New | +$23.5K | ﹤0.01% | 282 |
|
|
2020
Q1 | – | Sell |
-1,637
| Closed | -$12K | – | 480 |
|
|
2019
Q4 | $12K | Sell |
1,637
-2,724
| -62% | -$20K | ﹤0.01% | 314 |
|
|
2019
Q3 | $32K | Buy |
+4,361
| New | +$32K | 0.01% | 216 |
|
|
2018
Q3 | – | Sell |
-692
| Closed | -$13K | – | 469 |
|
|
2018
Q2 | $13K | Hold |
692
| – | – | ﹤0.01% | 422 |
|
|
2018
Q1 | $11K | Buy |
+692
| New | +$11K | ﹤0.01% | 445 |
|
|
2017
Q4 | – | Sell |
-800
| Closed | -$16K | – | 469 |
|
|
2017
Q3 | $16K | Hold |
800
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $18K | Buy |
+800
| New | +$18K | 0.01% | 251 |
|