Bell & Brown Wealth Advisors’s Martin Midstream Partners MMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,150
| Closed | -$49K | – | 84 |
|
|
2019
Q3 | $49K | Sell |
11,150
-550
| -5% | -$2.42K | 0.04% | 81 |
|
|
2019
Q2 | $84K | Hold |
11,700
| – | – | 0.07% | 79 |
|
|
2019
Q1 | $146K | Sell |
11,700
-1,800
| -13% | -$22.5K | 0.13% | 81 |
|
|
2018
Q4 | $139K | Sell |
13,500
-2,500
| -16% | -$25.7K | 0.15% | 75 |
|
|
2018
Q3 | $218K | Sell |
16,000
-800
| -5% | -$10.9K | 0.2% | 80 |
|
|
2018
Q2 | $232K | Buy |
16,800
+400
| +2% | +$5.52K | 0.23% | 77 |
|
|
2018
Q1 | $259K | Sell |
16,400
-400
| -2% | -$6.32K | 0.27% | 80 |
|
|
2017
Q4 | $235K | Buy |
+16,800
| New | +$235K | 0.24% | 76 |
|