Harfst & Associates’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-600
| Closed | -$9K | – | 229 |
|
2017
Q2 | $9K | Hold |
600
| – | – | ﹤0.01% | 194 |
|
2017
Q1 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 233 |
|
2016
Q1 | – | Sell |
-3,500
| Closed | -$80K | – | 270 |
|
2015
Q4 | $80K | Sell |
3,500
-400
| -10% | -$9.14K | 0.03% | 158 |
|
2015
Q3 | $96K | Sell |
3,900
-300
| -7% | -$7.39K | 0.04% | 131 |
|
2015
Q2 | $140K | Buy |
+4,200
| New | +$140K | 0.08% | 99 |
|