Homrich & Berg’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,700
| Closed | -$502K | – | 291 |
|
|
2015
Q3 | $502K | Hold |
11,700
| – | – | 0.05% | 136 |
|
|
2015
Q2 | $660K | Buy |
11,700
+366
| +3% | +$20.6K | 0.06% | 114 |
|
|
2015
Q1 | $749K | Sell |
11,334
-11
| -0.1% | -$727 | 0.07% | 105 |
|
|
2014
Q4 | $762K | Sell |
11,345
-1,313
| -10% | -$88.2K | 0.08% | 106 |
|
|
2014
Q3 | $972K | Hold |
12,658
| – | – | 0.1% | 83 |
|
|
2014
Q2 | $906K | Sell |
12,658
-2,168
| -15% | -$155K | 0.1% | 82 |
|
|
2014
Q1 | $968K | Sell |
14,826
-5,287
| -26% | -$345K | 0.13% | 77 |
|
|
2013
Q4 | $1.33M | Hold |
20,113
| – | – | 0.19% | 47 |
|
|
2013
Q3 | $1.45M | Buy |
+20,113
| New | +$1.45M | 0.23% | 37 |
|