AWM
BPL
Avior Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$61K | – | 917 |
|
|
2019
Q3 | $61K | Hold |
1,500
| – | – | 0.01% | 446 |
|
|
2019
Q2 | $62K | Sell |
1,500
-4,631
| -76% | -$191K | 0.01% | 439 |
|
|
2019
Q1 | $208K | Sell |
6,131
-284
| -4% | -$9.64K | 0.04% | 338 |
|
|
2018
Q4 | $185K | Hold |
6,415
| – | – | 0.04% | 328 |
|
|
2018
Q3 | $229K | Hold |
6,415
| – | – | 0.05% | 316 |
|
|
2018
Q2 | $225K | Hold |
6,415
| – | – | 0.05% | 303 |
|
|
2018
Q1 | $240K | Hold |
6,415
| – | – | 0.06% | 271 |
|
|
2017
Q4 | $318K | Buy |
6,415
+4,456
| +227% | +$221K | 0.07% | 234 |
|
|
2017
Q3 | $112K | Hold |
1,959
| – | – | 0.04% | 166 |
|
|
2017
Q2 | $125K | Sell |
1,959
-175
| -8% | -$11.2K | 0.05% | 142 |
|
|
2017
Q1 | $146K | Sell |
2,134
-77
| -3% | -$5.27K | 0.05% | 157 |
|
|
2016
Q4 | $146K | Buy |
2,211
+31
| +1% | +$2.05K | 0.05% | 146 |
|
|
2016
Q3 | $156K | Hold |
2,180
| – | – | 0.06% | 144 |
|
|
2016
Q2 | $153K | Sell |
2,180
-16
| -0.7% | -$1.12K | 0.06% | 135 |
|
|
2016
Q1 | $149K | Sell |
2,196
-50
| -2% | -$3.39K | 0.07% | 133 |
|
|
2015
Q4 | $148K | Hold |
2,246
| – | – | 0.08% | 123 |
|
|
2015
Q3 | $133K | Buy |
2,246
+48
| +2% | +$2.84K | 0.08% | 118 |
|
|
2015
Q2 | $162K | Buy |
2,198
+348
| +19% | +$25.6K | 0.13% | 76 |
|
|
2015
Q1 | $140K | Hold |
1,850
| – | – | 0.11% | 82 |
|
|
2014
Q4 | $140K | Hold |
1,850
| – | – | 0.11% | 76 |
|
|
2014
Q3 | $147K | Hold |
1,850
| – | – | 0.13% | 70 |
|
|
2014
Q2 | $154K | Buy |
1,850
+350
| +23% | +$29.1K | 0.13% | 68 |
|
|
2014
Q1 | $113K | Buy |
+1,500
| New | +$113K | 0.09% | 82 |
|