Heritage Wealth Advisors’s NGL Energy Partners NGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-20,138
| Closed | -$612K | – | 80 |
|
|
2015
Q2 | $612K | Buy |
20,138
+1,064
| +6% | +$32.3K | 0.51% | 36 |
|
|
2015
Q1 | $498K | Buy |
19,074
+1,908
| +11% | +$49.8K | 0.41% | 49 |
|
|
2014
Q4 | $483K | Buy |
17,166
+1,002
| +6% | +$28.2K | 0.43% | 51 |
|
|
2014
Q3 | $638K | Buy |
16,164
+364
| +2% | +$14.4K | 0.66% | 31 |
|
|
2014
Q2 | $685K | Sell |
15,800
-114
| -0.7% | -$4.94K | 0.73% | 29 |
|
|
2014
Q1 | $594K | Buy |
+15,914
| New | +$594K | 0.69% | 29 |
|