Venturi Wealth Management’s Salient Midstream & MLP Fund SMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $82K | Hold |
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|
2021
Q4 | $67K | Hold |
|
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|
2021
Q3 | $64K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $51K | Hold |
|
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $35K | Hold |
|
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $86K | Buy |
|