JWM
APL
Jacobus Wealth Management’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20,655
| Closed | -$563K | – | 312 |
|
|
2014
Q4 | $563K | Sell |
20,655
-1,535
| -7% | -$41.8K | 0.15% | 111 |
|
|
2014
Q3 | $809K | Sell |
22,190
-1,460
| -6% | -$53.2K | 0.22% | 91 |
|
|
2014
Q2 | $814K | Buy |
23,650
+3,195
| +16% | +$110K | 0.21% | 95 |
|
|
2014
Q1 | $657K | Buy |
20,455
+1,610
| +9% | +$51.7K | 0.16% | 112 |
|
|
2013
Q4 | $661K | Buy |
18,845
+8,200
| +77% | +$288K | 0.19% | 102 |
|
|
2013
Q3 | $413K | Hold |
10,645
| – | – | 0.14% | 112 |
|
|
2013
Q2 | $407K | Buy |
+10,645
| New | +$407K | 0.15% | 110 |
|