Taylor Wealth Management Partners’s EQGP Holdings, LP EQGP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-375
| Closed | -$10K | – | 159 |
|
2017
Q4 | $10K | Sell |
375
-975
| -72% | -$26K | ﹤0.01% | 132 |
|
2017
Q3 | $39K | Hold |
1,350
| – | – | 0.02% | 103 |
|
2017
Q2 | $41K | Hold |
1,350
| – | – | 0.02% | 104 |
|
2017
Q1 | $37K | Sell |
1,350
-750
| -36% | -$20.6K | 0.02% | 109 |
|
2016
Q4 | $53K | Hold |
2,100
| – | – | 0.02% | 98 |
|
2016
Q3 | $53K | Hold |
2,100
| – | – | 0.02% | 89 |
|
2016
Q2 | $54K | Buy |
2,100
+1,500
| +250% | +$38.6K | 0.02% | 90 |
|
2016
Q1 | $16K | Sell |
600
-102,190
| -99% | -$2.73M | 0.01% | 106 |
|
2015
Q4 | $2.13M | Sell |
102,790
-1,475
| -1% | -$30.6K | 0.92% | 31 |
|
2015
Q3 | $2.37M | Sell |
104,265
-116,560
| -53% | -$2.65M | 1.14% | 31 |
|
2015
Q2 | $7.51M | Buy |
+220,825
| New | +$7.51M | 2.4% | 20 |
|