Independent Advisor Alliance’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 |
-6,257
| Closed | -$257K | – | 915 |
|
|
2019
Q3 | $257K | Sell |
6,257
-796
| -11% | -$32.8K | 0.03% | 367 |
|
|
2019
Q2 | $290K | Sell |
7,053
-907
| -11% | -$34.2K | 0.04% | 303 |
|
|
2019
Q1 | $271K | Buy |
7,960
+165
| +2% | +$5.34K | 0.04% | 341 |
|
|
2018
Q4 | $226K | Sell |
7,795
-100
| -1% | -$3.18K | 0.04% | 344 |
|
|
2018
Q3 | $290K | Sell |
7,895
-810
| -9% | -$29K | 0.06% | 270 |
|
|
2018
Q2 | $306K | Buy |
8,705
+600
| +7% | +$22.9K | 0.07% | 244 |
|
|
2018
Q1 | $304K | Buy |
8,105
+1,850
| +30% | +$89.9K | 0.08% | 248 |
|
|
2017
Q4 | $328K | Buy |
+6,255
| New | +$318K | 0.07% | 233 |
|