RFS
DM
Rockefeller Financial Services’s Dominion Energy Midstream Ptr LP DM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $45K | Sell |
1,475
-600
| -29% | -$18.3K | ﹤0.01% | 421 |
|
|
2017
Q3 | $66K | Hold |
2,075
| – | – | ﹤0.01% | 406 |
|
|
2017
Q2 | $60K | Hold |
2,075
| – | – | ﹤0.01% | 368 |
|
|
2017
Q1 | $66K | Buy |
2,075
+200
| +11% | +$6.36K | ﹤0.01% | 384 |
|
|
2016
Q4 | $56K | Hold |
1,875
| – | – | ﹤0.01% | 413 |
|
|
2016
Q3 | $45K | Hold |
1,875
| – | – | ﹤0.01% | 395 |
|
|
2016
Q2 | $52K | Hold |
1,875
| – | – | ﹤0.01% | 397 |
|
|
2016
Q1 | $64K | Buy |
+1,875
| New | +$64K | ﹤0.01% | 407 |
|