Heritage Wealth Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-29,146
| Closed | -$669K | – | 94 |
|
|
2015
Q1 | $669K | Sell |
29,146
-4,640
| -14% | -$107K | 0.55% | 31 |
|
|
2014
Q4 | $811K | Buy |
33,786
+1,544
| +5% | +$37.1K | 0.72% | 24 |
|
|
2014
Q3 | $1.05M | Buy |
32,242
+714
| +2% | +$23.3K | 1.1% | 15 |
|
|
2014
Q2 | $1.02M | Buy |
31,528
+251
| +0.8% | +$8.08K | 1.09% | 16 |
|
|
2014
Q1 | $849K | Buy |
+31,277
| New | +$849K | 0.98% | 19 |
|