STA
DM

Summit Trail Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-47,654
Closed -$605K 727
2018
Q1
$605K Sell
47,654
-7,100
-13% -$90.1K 0.1% 185
2017
Q4
$1.71M Buy
+54,754
New +$1.71M 0.22% 89