Wealthspire Advisors (Maryland)’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
Q1 | – | Sell |
-548
| Closed | -$24K | – | 2649 |
|
|
2018
Q4 | $24K | Hold |
548
| – | – | ﹤0.01% | 1133 |
|
|
2018
Q3 | $29K | Sell |
548
-509
| -48% | -$26.9K | ﹤0.01% | 1169 |
|
|
2018
Q2 | $55K | Sell |
1,057
-61
| -5% | -$3.17K | 0.01% | 943 |
|
|
2018
Q1 | $66K | Buy |
1,118
+88
| +9% | +$5.2K | 0.01% | 884 |
|
|
2017
Q4 | $75K | Buy |
1,030
+126
| +14% | +$9.18K | 0.01% | 835 |
|
|
2017
Q3 | $68K | Buy |
904
+90
| +11% | +$6.77K | 0.01% | 867 |
|
|
2017
Q2 | $61K | Sell |
814
-130
| -14% | -$9.74K | 0.01% | 880 |
|
|
2017
Q1 | $73K | Buy |
944
+530
| +128% | +$41K | 0.01% | 694 |
|
|
2016
Q4 | $32K | Sell |
414
-200
| -33% | -$15.5K | ﹤0.01% | 895 |
|
|
2016
Q3 | $47K | Buy |
614
+228
| +59% | +$17.5K | 0.01% | 795 |
|
|
2016
Q2 | $31K | Buy |
386
+31
| +9% | +$2.49K | 0.01% | 860 |
|
|
2016
Q1 | $26K | Buy |
355
+250
| +238% | +$18.3K | ﹤0.01% | 880 |
|
|
2015
Q4 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 1261 |
|