Stifel Financial’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 |
-29,347
| Closed | -$450K | – | 2820 |
|
2018
Q1 | $450K | Buy |
29,347
+2,661
| +10% | +$40.8K | ﹤0.01% | 2032 |
|
2017
Q4 | $813K | Sell |
26,686
-2,004
| -7% | -$61.1K | ﹤0.01% | 1642 |
|
2017
Q3 | $917K | Buy |
+28,690
| New | +$917K | ﹤0.01% | 1540 |
|
2017
Q2 | – | Sell |
-34,978
| Closed | -$1.12M | – | 2661 |
|
2017
Q1 | $1.12M | Buy |
34,978
+313
| +0.9% | +$9.99K | ﹤0.01% | 1398 |
|
2016
Q4 | $1.02M | Buy |
+34,665
| New | +$1.02M | ﹤0.01% | 1383 |
|
2016
Q3 | – | Sell |
-10,002
| Closed | -$281K | – | 2560 |
|
2016
Q2 | $281K | Buy |
+10,002
| New | +$281K | ﹤0.01% | 2072 |
|