Taylor Wealth Management Partners’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $34K | Sell |
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|
2018
Q3 | $64K | Sell |
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|
2018
Q2 | $99K | Hold |
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|
2018
Q1 | $112K | Sell |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $248K | Hold |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $260K | Sell |
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|
2016
Q3 | $2.32M | Sell |
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|
2016
Q2 | $8.06M | Sell |
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|
2016
Q1 | $9.77M | Sell |
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|
2015
Q4 | $10.1M | Sell |
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|
2015
Q3 | $8.97M | Sell |
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|
2015
Q2 | $13M | Sell |
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|
2015
Q1 | $14.1M | Buy |
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