B. Riley Wealth Management’s Southcross Energy Partners, L.P. SXE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-26,070
| Closed | -$6K | – | 443 |
|
2018
Q4 | $6K | Sell |
26,070
-7,000
| -21% | -$1.61K | ﹤0.01% | 346 |
|
2018
Q3 | $19K | Buy |
+33,070
| New | +$19K | ﹤0.01% | 323 |
|
2015
Q3 | – | Sell |
-19,953
| Closed | -$221K | – | 1058 |
|
2015
Q2 | $221K | Buy |
19,953
+3,800
| +24% | +$42.1K | 0.18% | 166 |
|
2015
Q1 | $226K | Buy |
16,153
+4,300
| +36% | +$60.2K | 0.17% | 183 |
|
2014
Q4 | $188K | Buy |
11,853
+3,300
| +39% | +$52.3K | 0.15% | 169 |
|
2014
Q3 | $182K | Buy |
8,553
+1,300
| +18% | +$27.7K | 0.14% | 209 |
|
2014
Q2 | $166K | Sell |
7,253
-10,050
| -58% | -$230K | 0.11% | 255 |
|
2014
Q1 | $293K | Buy |
+17,303
| New | +$293K | 0.22% | 127 |
|