EWM
BPL
Evercore Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-533
| Closed | -$26K | – | 880 |
|
2017
Q4 | $26K | Hold |
533
| – | – | ﹤0.01% | 683 |
|
2017
Q3 | $30K | Hold |
533
| – | – | ﹤0.01% | 638 |
|
2017
Q2 | $34K | Hold |
533
| – | – | ﹤0.01% | 630 |
|
2017
Q1 | $37K | Hold |
533
| – | – | ﹤0.01% | 647 |
|
2016
Q4 | $35K | Hold |
533
| – | – | ﹤0.01% | 663 |
|
2016
Q3 | $38K | Hold |
533
| – | – | ﹤0.01% | 657 |
|
2016
Q2 | $37K | Buy |
+533
| New | +$37K | ﹤0.01% | 642 |
|
2015
Q3 | – | Sell |
-334
| Closed | -$25K | – | 1079 |
|
2015
Q2 | $25K | Sell |
334
-62
| -16% | -$4.64K | ﹤0.01% | 757 |
|
2015
Q1 | $30K | Hold |
396
| – | – | ﹤0.01% | 718 |
|
2014
Q4 | $30K | Hold |
396
| – | – | ﹤0.01% | 614 |
|
2014
Q3 | $32K | Hold |
396
| – | – | ﹤0.01% | 676 |
|
2014
Q2 | $33K | Hold |
396
| – | – | ﹤0.01% | 665 |
|
2014
Q1 | $30K | Hold |
396
| – | – | ﹤0.01% | 675 |
|
2013
Q4 | $28K | Hold |
396
| – | – | ﹤0.01% | 640 |
|
2013
Q3 | $26K | Buy |
+396
| New | +$26K | ﹤0.01% | 646 |
|