Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,386
| Closed | -$284K | – | 835 |
|
|
2018
Q3 | $284K | Sell |
5,386
-17
| -0.3% | -$896 | 0.01% | 653 |
|
|
2018
Q2 | $279K | Sell |
5,403
-338
| -6% | -$17.5K | 0.01% | 656 |
|
|
2018
Q1 | $339K | Buy |
5,741
+18
| +0.3% | +$1.06K | 0.01% | 592 |
|
|
2017
Q4 | $418K | Buy |
5,723
+26
| +0.5% | +$1.9K | 0.01% | 544 |
|
|
2017
Q3 | $427K | Buy |
5,697
+17
| +0.3% | +$1.27K | 0.01% | 525 |
|
|
2017
Q2 | $424K | Buy |
5,680
+269
| +5% | +$20.1K | 0.01% | 541 |
|
|
2017
Q1 | $416K | Hold |
5,411
| – | – | 0.01% | 526 |
|
|
2016
Q4 | $415K | Hold |
5,411
| – | – | 0.01% | 511 |
|
|
2016
Q3 | $412K | Buy |
5,411
+237
| +5% | +$18K | 0.01% | 508 |
|
|
2016
Q2 | $415K | Hold |
5,174
| – | – | 0.01% | 488 |
|
|
2016
Q1 | $385K | Hold |
5,174
| – | – | 0.01% | 502 |
|
|
2015
Q4 | $390K | Hold |
5,174
| – | – | 0.01% | 524 |
|
|
2015
Q3 | $343K | Sell |
5,174
-361
| -7% | -$23.9K | 0.01% | 535 |
|
|
2015
Q2 | $451K | Sell |
5,535
-1,395
| -20% | -$114K | 0.01% | 486 |
|
|
2015
Q1 | $538K | Buy |
6,930
+644
| +10% | +$50K | 0.01% | 586 |
|
|
2014
Q4 | $553K | Buy |
6,286
+149
| +2% | +$13.1K | 0.01% | 572 |
|
|
2014
Q3 | $550K | Buy |
6,137
+963
| +19% | +$86.3K | 0.01% | 575 |
|
|
2014
Q2 | $501K | Hold |
5,174
| – | – | 0.01% | 602 |
|
|
2014
Q1 | $364K | Hold |
5,174
| – | – | 0.01% | 665 |
|
|
2013
Q4 | $304K | Hold |
5,174
| – | – | 0.01% | 707 |
|
|
2013
Q3 | $255K | Hold |
5,174
| – | – | 0.01% | 777 |
|
|
2013
Q2 | $253K | Buy |
+5,174
| New | +$253K | 0.01% | 781 |
|