Lee Financial’s EQM Midstream Partners, LP EQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,323
| Closed | -$16K | – | 563 |
|
|
2020
Q1 | $16K | Sell |
1,323
-614
| -32% | -$7.43K | 0.01% | 249 |
|
|
2019
Q4 | $58K | Sell |
1,937
-121
| -6% | -$3.62K | 0.01% | 180 |
|
|
2019
Q3 | $67K | Hold |
2,058
| – | – | 0.02% | 170 |
|
|
2019
Q2 | $92K | Buy |
+2,058
| New | +$92K | 0.02% | 167 |
|
|
2018
Q3 | – | Sell |
-1,467
| Closed | -$76K | – | 786 |
|
|
2018
Q2 | $76K | Buy |
1,467
+174
| +13% | +$9.01K | 0.02% | 229 |
|
|
2018
Q1 | $76K | Buy |
+1,293
| New | +$76K | 0.02% | 230 |
|