Creative Planning’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,505
| Closed | -$122K | – | 2046 |
|
|
2018
Q2 | $122K | Buy |
+10,505
| New | +$122K | ﹤0.01% | 1719 |
|
|
2017
Q4 | – | Sell |
-12,172
| Closed | -$179K | – | 2019 |
|
|
2017
Q3 | $179K | Sell |
12,172
-900
| -7% | -$13.2K | ﹤0.01% | 1616 |
|
|
2017
Q2 | $235K | Buy |
13,072
+800
| +7% | +$14.4K | ﹤0.01% | 1416 |
|
|
2017
Q1 | $225K | Sell |
12,272
-1,529
| -11% | -$28K | ﹤0.01% | 1407 |
|
|
2016
Q4 | $240K | Sell |
13,801
-607
| -4% | -$10.6K | ﹤0.01% | 1304 |
|
|
2016
Q3 | $247K | Buy |
14,408
+2,004
| +16% | +$34.4K | ﹤0.01% | 1283 |
|
|
2016
Q2 | $216K | Buy |
12,404
+1,404
| +13% | +$24.4K | ﹤0.01% | 1215 |
|
|
2016
Q1 | $162K | Sell |
11,000
-6,276
| -36% | -$92.4K | ﹤0.01% | 1322 |
|
|
2015
Q4 | $224K | Sell |
17,276
-3,319
| -16% | -$43K | ﹤0.01% | 1128 |
|
|
2015
Q3 | $242K | Buy |
20,595
+8,466
| +70% | +$99.5K | ﹤0.01% | 1080 |
|
|
2015
Q2 | $176K | Buy |
12,129
+2,980
| +33% | +$43.2K | ﹤0.01% | 890 |
|
|
2015
Q1 | $147K | Buy |
9,149
+4,855
| +113% | +$78K | ﹤0.01% | 1349 |
|
|
2014
Q4 | $76K | Sell |
4,294
-8,660
| -67% | -$153K | ﹤0.01% | 1701 |
|
|
2014
Q3 | $242K | Buy |
12,954
+6,422
| +98% | +$120K | ﹤0.01% | 966 |
|
|
2014
Q2 | $121K | Sell |
6,532
-3,384
| -34% | -$62.7K | ﹤0.01% | 1314 |
|
|
2014
Q1 | $133K | Sell |
9,916
-17,668
| -64% | -$237K | ﹤0.01% | 1220 |
|
|
2013
Q4 | $704K | Sell |
27,584
-567
| -2% | -$14.5K | 0.01% | 412 |
|
|
2013
Q3 | $855K | Buy |
28,151
+1,551
| +6% | +$47.1K | 0.02% | 302 |
|
|
2013
Q2 | $803K | Buy |
+26,600
| New | +$803K | 0.02% | 285 |
|