TrueWealth LLC’s Dominion Energy Midstream Ptr LP DM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$180K | – | 776 |
|
|
2018
Q4 | $180K | Hold |
10,000
| – | – | 0.09% | 137 |
|
|
2018
Q3 | $179K | Hold |
10,000
| – | – | 0.08% | 146 |
|
|
2018
Q2 | $136K | Hold |
10,000
| – | – | 0.06% | 165 |
|
|
2018
Q1 | $154K | Hold |
10,000
| – | – | 0.08% | 148 |
|
|
2017
Q4 | $305K | Buy |
+10,000
| New | +$305K | 0.14% | 99 |
|