Heritage Wealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-622
| Closed | -$25K | – | 731 |
|
|
2019
Q3 | $25K | Hold |
622
| – | – | ﹤0.01% | 333 |
|
|
2019
Q2 | $25.5K | Hold |
622
| – | – | ﹤0.01% | 315 |
|
|
2019
Q1 | $21.2K | Hold |
622
| – | – | ﹤0.01% | 304 |
|
|
2018
Q4 | $18K | Hold |
622
| – | – | ﹤0.01% | 275 |
|
|
2018
Q3 | $22K | Buy |
+622
| New | +$22K | ﹤0.01% | 259 |
|
|
2015
Q3 | – | Sell |
-8,871
| Closed | -$655K | – | 84 |
|
|
2015
Q2 | $655K | Buy |
8,871
+260
| +3% | +$19.2K | 0.54% | 33 |
|
|
2015
Q1 | $648K | Buy |
8,611
+647
| +8% | +$48.7K | 0.53% | 32 |
|
|
2014
Q4 | $600K | Sell |
7,964
-4,043
| -34% | -$305K | 0.54% | 35 |
|
|
2014
Q3 | $958K | Buy |
12,007
+302
| +3% | +$24.1K | 1% | 18 |
|
|
2014
Q2 | $968K | Buy |
11,705
+123
| +1% | +$10.2K | 1.04% | 18 |
|
|
2014
Q1 | $873K | Buy |
11,582
+405
| +4% | +$30.5K | 1.01% | 18 |
|
|
2013
Q4 | $795K | Buy |
+11,177
| New | +$795K | 1% | 19 |
|