Icon Wealth Partners’s Buckeye Partners, L.P. BPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,360
| Closed | -$220K | – | 184 |
|
|
2019
Q3 | $220K | Sell |
5,360
-71
| -1% | -$2.93K | 0.08% | 144 |
|
|
2019
Q2 | $223K | Sell |
5,431
-3,521
| -39% | -$133K | 0.08% | 136 |
|
|
2019
Q1 | $305K | Buy |
8,952
+3,315
| +59% | +$107K | 0.11% | 110 |
|
|
2018
Q4 | $163K | Sell |
5,637
-6,643
| -54% | -$211K | 0.08% | 160 |
|
|
2018
Q3 | $439K | Buy |
12,280
+784
| +7% | +$28.1K | 0.18% | 92 |
|
|
2018
Q2 | $404K | Buy |
11,496
+123
| +1% | +$4.7K | 0.17% | 94 |
|
|
2018
Q1 | $425K | Buy |
11,373
+83
| +0.7% | +$4.03K | 0.23% | 96 |
|
|
2017
Q4 | $559K | Buy |
+11,290
| New | +$573K | 0.28% | 78 |
|