WAM
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Wealthspire Advisors (Maryland)’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Hold
0
– – – 2256
2018
Q1 		– Hold
0
– – – 1866
2017
Q3 		– Hold
0
– – – 1557
2017
Q2 		– Hold
0
– – – 1552
2017
Q1 		– Hold
0
– – – 1003
2016
Q4 		– Hold
0
– – – 1272
2016
Q3 		– Hold
0
– – – 1696
2016
Q2 		– Hold
0
– – – 1561
2016
Q1 		– Hold
0
– – – 1587
2015
Q4 		– Hold
0
– – – 1560

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