Summit Financial’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,065
| Closed | -$331K | – | 48 |
|
2019
Q4 | $331K | Buy |
+11,065
| New | +$331K | 0.06% | 41 |
|
2019
Q3 | – | Sell |
-13,239
| Closed | -$592K | – | 43 |
|
2019
Q2 | $592K | Buy |
13,239
+2,418
| +22% | +$108K | 0.1% | 34 |
|
2019
Q1 | $500K | Sell |
10,821
-208
| -2% | -$9.6K | 0.09% | 38 |
|
2018
Q4 | $477K | Buy |
+11,029
| New | +$477K | 0.09% | 36 |
|