CA
BPL
CapWealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,750
| Closed | -$299K | – | 307 |
|
|
2014
Q3 | $299K | Buy |
3,750
+1,200
| +47% | +$95.7K | 0.07% | 74 |
|
|
2014
Q2 | $212K | Hold |
2,550
| – | – | 0.05% | 81 |
|
|
2014
Q1 | $191K | Hold |
2,550
| – | – | 0.05% | 77 |
|
|
2013
Q4 | $181K | Sell |
2,550
-300
| -11% | -$21.3K | 0.05% | 86 |
|
|
2013
Q3 | $187K | Hold |
2,850
| – | – | 0.05% | 87 |
|
|
2013
Q2 | $200K | Buy |
+2,850
| New | +$200K | 0.06% | 86 |
|