Apriem Advisors’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-126
| Closed | -$2K | – | 663 |
|
|
2016
Q1 | $2K | Hold |
126
| – | – | ﹤0.01% | 536 |
|
|
2015
Q4 | $3K | Sell |
126
-114
| -48% | -$2.71K | ﹤0.01% | 490 |
|
|
2015
Q3 | $6K | Hold |
240
| – | – | ﹤0.01% | 400 |
|
|
2015
Q2 | $8K | Hold |
240
| – | – | ﹤0.01% | 442 |
|
|
2015
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 428 |
|
|
2014
Q4 | $10K | Sell |
240
-800
| -77% | -$33.3K | ﹤0.01% | 377 |
|
|
2014
Q3 | $40K | Hold |
1,040
| – | – | 0.02% | 233 |
|
|
2014
Q2 | $38K | Hold |
1,040
| – | – | 0.01% | 218 |
|
|
2014
Q1 | $29K | Hold |
1,040
| – | – | 0.01% | 268 |
|
|
2013
Q4 | $31K | Buy |
1,040
+800
| +333% | +$23.8K | 0.01% | 252 |
|
|
2013
Q3 | $7K | Hold |
240
| – | – | ﹤0.01% | 384 |
|
|
2013
Q2 | $7K | Buy |
+240
| New | +$7K | ﹤0.01% | 353 |
|