Doliver Advisors’s ClearBridge American Energy MLP CBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $824K | Sell |
|
|||||
|
2018
Q2 | $902K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $383K | Sell |
|
|||||
|
2017
Q3 | $568K | Sell |
|
|||||
|
2017
Q2 | $793K | Buy |
|
|||||
|
2017
Q1 | $732K | Buy |
|
|||||
|
2016
Q4 | $414K | Sell |
|
|||||
|
2016
Q3 | $1.5M | Sell |
|
|||||
|
2016
Q2 | $2.44M | Buy |
|
|||||
|
2016
Q1 | $1.07M | Sell |
|
|||||
|
2015
Q4 | $1.4M | Buy |
|