CWA
BPL
Cypress Wealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.74M | Buy |
+51,175
| New | +$1.74M | 1.99% | 15 |
|
|
2018
Q4 | – | Sell |
-72,300
| Closed | -$2.58M | – | 88 |
|
|
2018
Q3 | $2.58M | Buy |
72,300
+19,825
| +38% | +$708K | 2.71% | 9 |
|
|
2018
Q2 | $1.84M | Buy |
52,475
+13,700
| +35% | +$481K | 2% | 15 |
|
|
2018
Q1 | $1.45M | Buy |
38,775
+6,500
| +20% | +$243K | 1.57% | 25 |
|
|
2017
Q4 | $1.6M | Buy |
+32,275
| New | +$1.6M | 1.53% | 21 |
|
|
2017
Q2 | – | Sell |
-11,475
| Closed | -$787K | – | 196 |
|
|
2017
Q1 | $787K | Sell |
11,475
-500
| -4% | -$34.3K | 0.36% | 62 |
|
|
2016
Q4 | $792K | Buy |
11,975
+50
| +0.4% | +$3.31K | 0.36% | 65 |
|
|
2016
Q3 | $854K | Sell |
11,925
-1,925
| -14% | -$138K | 0.39% | 58 |
|
|
2016
Q2 | $974K | Buy |
13,850
+875
| +7% | +$61.5K | 0.48% | 50 |
|
|
2016
Q1 | $882K | Buy |
12,975
+925
| +8% | +$62.9K | 0.4% | 49 |
|
|
2015
Q4 | $795K | Hold |
12,050
| – | – | 0.4% | 53 |
|
|
2015
Q3 | $714K | Hold |
12,050
| – | – | 0.39% | 57 |
|
|
2015
Q2 | $891K | Buy |
+12,050
| New | +$891K | 0.52% | 51 |
|