Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,686
| Closed | -$26K | – | 1371 |
|
|
2018
Q1 | $26K | Sell |
1,686
-141
| -8% | -$2.17K | 0.01% | 520 |
|
|
2017
Q4 | $56K | Sell |
1,827
-7,875
| -81% | -$241K | 0.02% | 317 |
|
|
2017
Q3 | $310K | Hold |
9,702
| – | – | 0.13% | 101 |
|
|
2017
Q2 | $264K | Buy |
9,702
+1,064
| +12% | +$29K | 0.11% | 130 |
|
|
2017
Q1 | $259K | Sell |
8,638
-214
| -2% | -$6.42K | 0.11% | 129 |
|
|
2016
Q4 | $262K | Buy |
8,852
+1,490
| +20% | +$44.1K | 0.11% | 117 |
|
|
2016
Q3 | $176K | Hold |
7,362
| – | – | 0.1% | 134 |
|
|
2016
Q2 | $196K | Hold |
7,362
| – | – | 0.12% | 125 |
|
|
2016
Q1 | $248K | Buy |
7,362
+1,268
| +21% | +$42.7K | 0.21% | 88 |
|
|
2015
Q4 | $187K | Buy |
+6,094
| New | +$187K | 0.18% | 84 |
|