Security National Trust’s EQM Midstream Partners, LP EQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,500
| Closed | -$110K | – | 406 |
|
|
2017
Q4 | $110K | Hold |
1,500
| – | – | 0.04% | 214 |
|
|
2017
Q3 | $112K | Hold |
1,500
| – | – | 0.04% | 215 |
|
|
2017
Q2 | $112K | Hold |
1,500
| – | – | 0.04% | 219 |
|
|
2017
Q1 | $115K | Hold |
1,500
| – | – | 0.04% | 218 |
|
|
2016
Q4 | $115K | Hold |
1,500
| – | – | 0.04% | 214 |
|
|
2016
Q3 | $114K | Hold |
1,500
| – | – | 0.04% | 212 |
|
|
2016
Q2 | $120K | Hold |
1,500
| – | – | 0.04% | 203 |
|
|
2016
Q1 | $112K | Hold |
1,500
| – | – | 0.04% | 211 |
|
|
2015
Q4 | $113K | Hold |
1,500
| – | – | 0.04% | 204 |
|
|
2015
Q3 | $99K | Hold |
1,500
| – | – | 0.04% | 216 |
|
|
2015
Q2 | $122K | Hold |
1,500
| – | – | 0.04% | 211 |
|
|
2015
Q1 | $116K | Hold |
1,500
| – | – | 0.04% | 218 |
|
|
2014
Q4 | $132K | Hold |
1,500
| – | – | 0.05% | 200 |
|
|
2014
Q3 | $134K | Hold |
1,500
| – | – | 0.05% | 193 |
|
|
2014
Q2 | $145K | Hold |
1,500
| – | – | 0.06% | 191 |
|
|
2014
Q1 | $105K | Hold |
1,500
| – | – | 0.04% | 216 |
|
|
2013
Q4 | $88K | Buy |
1,500
+500
| +50% | +$29.3K | 0.04% | 227 |
|
|
2013
Q3 | $49K | Buy |
+1,000
| New | +$49K | 0.02% | 267 |
|