Independence Trust’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
Q3 | – | Sell |
-5,685
| Closed | -$321K | – | 129 |
|
|
2015
Q2 | $321K | Hold |
5,685
| – | – | 0.22% | 82 |
|
|
2015
Q1 | $376K | Sell |
5,685
-5,012
| -47% | -$331K | 0.24% | 72 |
|
|
2014
Q4 | $719K | Hold |
10,697
| – | – | 0.44% | 43 |
|
|
2014
Q3 | $822K | Sell |
10,697
-8,566
| -44% | -$658K | 0.54% | 35 |
|
|
2014
Q2 | $1.38M | Buy |
19,263
+2,538
| +15% | +$182K | 0.88% | 27 |
|
|
2014
Q1 | $1.09M | Buy |
16,725
+1,820
| +12% | +$119K | 0.75% | 31 |
|
|
2013
Q4 | $986K | Sell |
14,905
-602
| -4% | -$39.8K | 0.67% | 31 |
|
|
2013
Q3 | $1.12M | Buy |
15,507
+1,012
| +7% | +$73.1K | 0.83% | 26 |
|
|
2013
Q2 | $969K | Buy |
+14,495
| New | +$969K | 0.7% | 29 |
|