Baldwin Wealth Partners’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-15,803
| Closed | -$678K | – | 257 |
|
|
2015
Q3 | $678K | Sell |
15,803
-850
| -5% | -$48.5K | 0.11% | 142 |
|
|
2015
Q2 | $939K | Buy |
16,653
+100
| +0.6% | +$6.45K | 0.14% | 132 |
|
|
2015
Q1 | $1.09M | Sell |
16,553
-11,345
| -41% | -$697K | 0.16% | 123 |
|
|
2014
Q4 | $1.87M | Buy |
27,898
+705
| +3% | +$49.1K | 0.27% | 83 |
|
|
2014
Q3 | $2.09M | Buy |
27,193
+496
| +2% | +$37.1K | 0.3% | 76 |
|
|
2014
Q2 | $1.91M | Hold |
26,697
| – | – | 0.28% | 75 |
|
|
2014
Q1 | $1.74M | Buy |
26,697
+3,955
| +17% | +$267K | 0.28% | 75 |
|
|
2013
Q4 | $1.5M | Sell |
22,742
-2,050
| -8% | -$142K | 0.24% | 91 |
|
|
2013
Q3 | $1.79M | Sell |
24,792
-283
| -1% | -$19.4K | 0.33% | 75 |
|
|
2013
Q2 | $1.68M | Buy |
+25,075
| New | +$1.61M | 0.33% | 80 |
|