Linscomb Wealth’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,922
| Closed | -$213K | – | 290 |
|
|
2018
Q3 | $213K | Buy |
11,922
+1,402
| +13% | +$25K | 0.02% | 264 |
|
|
2018
Q2 | $143K | Sell |
10,520
-3,014
| -22% | -$41K | 0.01% | 271 |
|
|
2018
Q1 | $208K | Buy |
13,534
+219
| +2% | +$3.37K | 0.02% | 261 |
|
|
2017
Q4 | $405K | Buy |
13,315
+40
| +0.3% | +$1.22K | 0.03% | 194 |
|
|
2017
Q3 | $425K | Buy |
13,275
+95
| +0.7% | +$3.04K | 0.04% | 192 |
|
|
2017
Q2 | $380K | Buy |
13,180
+36
| +0.3% | +$1.04K | 0.03% | 190 |
|
|
2017
Q1 | $420K | Buy |
13,144
+2,782
| +27% | +$88.9K | 0.04% | 177 |
|
|
2016
Q4 | $306K | Buy |
10,362
+1,234
| +14% | +$36.4K | 0.03% | 205 |
|
|
2016
Q3 | $218K | Buy |
9,128
+1,008
| +12% | +$24.1K | 0.02% | 234 |
|
|
2016
Q2 | $228K | Buy |
8,120
+207
| +3% | +$5.81K | 0.02% | 228 |
|
|
2016
Q1 | $267K | Buy |
+7,913
| New | +$267K | 0.03% | 218 |
|