JWM
BPL
Jacobus Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $257K | Hold |
4,500
| – | – | 0.07% | 146 |
|
|
2017
Q2 | $288K | Hold |
4,500
| – | – | 0.08% | 134 |
|
|
2017
Q1 | $309K | Hold |
4,500
| – | – | 0.09% | 130 |
|
|
2016
Q4 | $298K | Hold |
4,500
| – | – | 0.09% | 134 |
|
|
2016
Q3 | $322K | Hold |
4,500
| – | – | 0.09% | 138 |
|
|
2016
Q2 | $316K | Sell |
4,500
-10,280
| -70% | -$722K | 0.1% | 133 |
|
|
2016
Q1 | $1M | Hold |
14,780
| – | – | 0.29% | 71 |
|
|
2015
Q4 | $975K | Hold |
14,780
| – | – | 0.28% | 73 |
|
|
2015
Q3 | $876K | Hold |
14,780
| – | – | 0.26% | 78 |
|
|
2015
Q2 | $1.09M | Sell |
14,780
-4,640
| -24% | -$343K | 0.27% | 73 |
|
|
2015
Q1 | $1.47M | Sell |
19,420
-120
| -0.6% | -$9.07K | 0.38% | 53 |
|
|
2014
Q4 | $1.48M | Buy |
19,540
+4,170
| +27% | +$315K | 0.38% | 54 |
|
|
2014
Q3 | $1.22M | Sell |
15,370
-1,615
| -10% | -$129K | 0.34% | 66 |
|
|
2014
Q2 | $1.41M | Buy |
16,985
+330
| +2% | +$27.4K | 0.36% | 58 |
|
|
2014
Q1 | $1.25M | Buy |
16,655
+1,845
| +12% | +$138K | 0.3% | 68 |
|
|
2013
Q4 | $1.05M | Buy |
14,810
+4,500
| +44% | +$320K | 0.31% | 72 |
|
|
2013
Q3 | $676K | Hold |
10,310
| – | – | 0.24% | 79 |
|
|
2013
Q2 | $723K | Buy |
+10,310
| New | +$723K | 0.26% | 78 |
|