TWMP
EQM
Taylor Wealth Management Partners’s EQM Midstream Partners, LP EQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-75
| Closed | -$4K | – | 136 |
|
|
2018
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 127 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 128 |
|
|
2018
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 122 |
|
|
2017
Q4 | $5K | Sell |
75
-150
| -67% | -$10K | ﹤0.01% | 143 |
|
|
2017
Q3 | $17K | Hold |
225
| – | – | 0.01% | 116 |
|
|
2017
Q2 | $17K | Sell |
225
-58,345
| -100% | -$4.41M | 0.01% | 118 |
|
|
2017
Q1 | $4.5M | Sell |
58,570
-1,015
| -2% | -$78.1K | 2.04% | 22 |
|
|
2016
Q4 | $4.57M | Sell |
59,585
-8,850
| -13% | -$679K | 2.11% | 19 |
|
|
2016
Q3 | $5.21M | Sell |
68,435
-4,695
| -6% | -$358K | 2.34% | 18 |
|
|
2016
Q2 | $5.87M | Buy |
73,130
+1,065
| +1% | +$85.5K | 2.35% | 20 |
|
|
2016
Q1 | $5.36M | Buy |
72,065
+3,515
| +5% | +$262K | 2.53% | 17 |
|
|
2015
Q4 | $5.17M | Buy |
68,550
+980
| +1% | +$74K | 2.23% | 20 |
|
|
2015
Q3 | $4.48M | Sell |
67,570
-4,475
| -6% | -$297K | 2.16% | 19 |
|
|
2015
Q2 | $5.88M | Sell |
72,045
-535
| -0.7% | -$43.6K | 1.88% | 28 |
|
|
2015
Q1 | $5.64M | Buy |
+72,580
| New | +$5.64M | 1.77% | 31 |
|