Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,864
| Closed | -$230K | – | 281 |
|
|
2016
Q2 | $230K | Buy |
+2,864
| New | +$230K | 0.06% | 206 |
|
|
2014
Q4 | – | Sell |
-4,905
| Closed | -$440K | – | 177 |
|
|
2014
Q3 | $440K | Buy |
+4,905
| New | +$440K | 0.31% | 81 |
|
|
2014
Q2 | – | Sell |
-8,802
| Closed | -$619K | – | 177 |
|
|
2014
Q1 | $619K | Sell |
8,802
-2,238
| -20% | -$157K | 0.52% | 54 |
|
|
2013
Q4 | $649K | Buy |
+11,040
| New | +$649K | 0.54% | 50 |
|