Redwood Wealth Management Group’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,885
| Closed | -$72K | – | 199 |
|
2024
Q2 | $72K | Buy |
+4,885
| New | +$72K | 0.05% | 246 |
|
2023
Q4 | – | Sell |
-10,849
| Closed | -$130K | – | 144 |
|
2023
Q3 | $130K | Buy |
10,849
+40
| +0.4% | +$479 | 0.15% | 118 |
|
2023
Q2 | $125K | Buy |
10,809
+44
| +0.4% | +$510 | 0.14% | 127 |
|
2023
Q1 | $113K | Buy |
10,765
+22
| +0.2% | +$231 | 0.13% | 132 |
|
2022
Q4 | $116K | Buy |
+10,743
| New | +$116K | 0.14% | 120 |
|