Bush ODonnell Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,558
| Closed | -$213K | – | 46 |
|
|
2015
Q3 | $213K | Hold |
9,558
| – | – | 0.15% | 43 |
|
|
2015
Q2 | $239K | Hold |
9,558
| – | – | 0.15% | 41 |
|
|
2015
Q1 | $320K | Buy |
9,558
+660
| +7% | +$22.1K | 0.19% | 38 |
|
|
2014
Q4 | $383K | Hold |
8,898
| – | – | 0.21% | 36 |
|
|
2014
Q3 | $381K | Sell |
8,898
-6,120
| -41% | -$262K | 0.22% | 35 |
|
|
2014
Q2 | $701K | Sell |
15,018
-1,840
| -11% | -$85.9K | 0.39% | 31 |
|
|
2014
Q1 | $709K | Buy |
16,858
+3,410
| +25% | +$143K | 0.36% | 32 |
|
|
2013
Q4 | $518K | Sell |
13,448
-3,420
| -20% | -$132K | 0.27% | 35 |
|
|
2013
Q3 | $625K | Hold |
16,868
| – | – | 0.3% | 34 |
|
|
2013
Q2 | $596K | Buy |
+16,868
| New | +$596K | 0.3% | 36 |
|