IMA Advisory Services’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-10,610
| Closed | -$289K | – | 160 |
|
|
2014
Q4 | $289K | Sell |
10,610
-6,740
| -39% | -$184K | 0.15% | 123 |
|
|
2014
Q3 | $633K | Buy |
17,350
+1,250
| +8% | +$45.6K | 0.3% | 90 |
|
|
2014
Q2 | $554K | Buy |
16,100
+145
| +0.9% | +$4.99K | 0.25% | 100 |
|
|
2014
Q1 | $512K | Buy |
15,955
+4,210
| +36% | +$135K | 0.24% | 100 |
|
|
2013
Q4 | $412K | Buy |
11,745
+670
| +6% | +$23.5K | 0.2% | 109 |
|
|
2013
Q3 | $430K | Buy |
11,075
+885
| +9% | +$34.4K | 0.21% | 105 |
|
|
2013
Q2 | $389K | Buy |
+10,190
| New | +$389K | 0.21% | 117 |
|