AWM
TEP
Avior Wealth Management’s Tallgrass Energy Partners, LP TEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,366
| Closed | -$189K | – | 799 |
|
|
2018
Q2 | $189K | Hold |
4,366
| – | – | 0.04% | 341 |
|
|
2018
Q1 | $165K | Buy |
4,366
+877
| +25% | +$33.1K | 0.04% | 358 |
|
|
2017
Q4 | $160K | Buy |
3,489
+3,274
| +1,523% | +$150K | 0.04% | 385 |
|
|
2017
Q3 | $10K | Hold |
215
| – | – | ﹤0.01% | 338 |
|
|
2017
Q2 | $11K | Buy |
215
+49
| +30% | +$2.51K | ﹤0.01% | 308 |
|
|
2017
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 365 |
|
|
2016
Q4 | $8K | Hold |
166
| – | – | ﹤0.01% | 359 |
|
|
2016
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 352 |
|
|
2016
Q2 | $8K | Buy |
+166
| New | +$8K | ﹤0.01% | 353 |
|