LPL Financial’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-20,630
| Closed | -$660K | – | 3044 |
|
2017
Q1 | $660K | Buy |
20,630
+2,320
| +13% | +$74.2K | ﹤0.01% | 1565 |
|
2016
Q4 | $546K | Buy |
18,310
+250
| +1% | +$7.46K | ﹤0.01% | 1685 |
|
2016
Q3 | $436K | Sell |
18,060
-1,925
| -10% | -$46.5K | ﹤0.01% | 1831 |
|
2016
Q2 | $561K | Sell |
19,985
-20,643
| -51% | -$579K | ﹤0.01% | 1573 |
|
2016
Q1 | $1.31M | Sell |
40,628
-582
| -1% | -$18.8K | ﹤0.01% | 1475 |
|
2015
Q4 | $1.27M | Buy |
41,210
+19,970
| +94% | +$617K | ﹤0.01% | 1485 |
|
2015
Q3 | $597K | Buy |
21,240
+40
| +0.2% | +$1.12K | ﹤0.01% | 1644 |
|
2015
Q2 | $784K | Buy |
21,200
+765
| +4% | +$28.3K | ﹤0.01% | 1544 |
|
2015
Q1 | $832K | Sell |
20,435
-110
| -0.5% | -$4.48K | ﹤0.01% | 1494 |
|
2014
Q4 | $805K | Buy |
+20,545
| New | +$805K | ﹤0.01% | 1466 |
|