GA
MWE
Geller Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13,950
| Closed | -$787K | – | 35 |
|
|
2015
Q2 | $787K | Buy |
13,950
+1,260
| +10% | +$71.1K | 0.46% | 14 |
|
|
2015
Q1 | $839K | Buy |
12,690
+7,606
| +150% | +$503K | 0.49% | 13 |
|
|
2014
Q4 | $342K | Hold |
5,084
| – | – | 0.2% | 24 |
|
|
2014
Q3 | $391K | Hold |
5,084
| – | – | 0.22% | 23 |
|
|
2014
Q2 | $364K | Hold |
5,084
| – | – | 0.24% | 17 |
|
|
2014
Q1 | $332K | Hold |
5,084
| – | – | 0.22% | 16 |
|
|
2013
Q4 | $336K | Buy |
5,084
+620
| +14% | +$41K | 0.23% | 16 |
|
|
2013
Q3 | $322K | Buy |
4,464
+1,000
| +29% | +$72.1K | 0.24% | 16 |
|
|
2013
Q2 | $232K | Buy |
+3,464
| New | +$232K | 0.2% | 21 |
|