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TrueWealth LLC’s Dominion Energy Midstream Ptr LP DM Stock Holding History

TrueWealth LLC’s Portfolio DM Stock Details DM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
2018
Q4 		$180K Hold
2018
Q3 		$179K Hold
2018
Q2 		$136K Hold
2018
Q1 		$154K Hold
2017
Q4 		$305K Buy