United Capital Financial Advisors’s EQM Midstream Partners, LP EQM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-6,946
| Closed | -$310K | – | 1513 |
|
2019
Q2 | $310K | Buy |
+6,946
| New | +$310K | ﹤0.01% | 1181 |
|
2017
Q3 | – | Sell |
-3,213
| Closed | -$240K | – | 1350 |
|
2017
Q2 | $240K | Buy |
+3,213
| New | +$240K | ﹤0.01% | 1150 |
|
2016
Q4 | – | Sell |
-3,582
| Closed | -$273K | – | 1342 |
|
2016
Q3 | $273K | Buy |
+3,582
| New | +$273K | ﹤0.01% | 1100 |
|
2015
Q2 | – | Sell |
-2,572
| Closed | -$227K | – | 1322 |
|
2015
Q1 | $227K | Sell |
2,572
-231
| -8% | -$20.4K | ﹤0.01% | 1147 |
|
2014
Q4 | $247K | Buy |
+2,803
| New | +$247K | ﹤0.01% | 1032 |
|