IMA Advisory Services’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
Q1 | – | Sell |
-3,920
| Closed | -$263K | – | 159 |
|
|
2014
Q4 | $263K | Hold |
3,920
| – | – | 0.14% | 131 |
|
|
2014
Q3 | $301K | Hold |
3,920
| – | – | 0.14% | 136 |
|
|
2014
Q2 | $281K | Sell |
3,920
-200
| -5% | -$14.3K | 0.13% | 143 |
|
|
2014
Q1 | $269K | Buy |
4,120
+110
| +3% | +$7.18K | 0.13% | 139 |
|
|
2013
Q4 | $265K | Hold |
4,010
| – | – | 0.13% | 141 |
|
|
2013
Q3 | $290K | Hold |
4,010
| – | – | 0.14% | 130 |
|
|
2013
Q2 | $268K | Buy |
+4,010
| New | +$268K | 0.15% | 141 |
|