Jacobus Wealth Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,600
| Closed | -$197K | – | 296 |
|
|
2015
Q3 | $197K | Hold |
4,600
| – | – | 0.06% | 205 |
|
|
2015
Q2 | $259K | Sell |
4,600
-750
| -14% | -$48.4K | 0.06% | 195 |
|
|
2015
Q1 | $354K | Hold |
5,350
| – | – | 0.09% | 157 |
|
|
2014
Q4 | $359K | Sell |
5,350
-9,230
| -63% | -$643K | 0.09% | 153 |
|
|
2014
Q3 | $1.12M | Sell |
14,580
-1,420
| -9% | -$106K | 0.31% | 71 |
|
|
2014
Q2 | $1.15M | Buy |
16,000
+50
| +0.3% | +$3.22K | 0.29% | 75 |
|
|
2014
Q1 | $1.04M | Buy |
15,950
+1,545
| +11% | +$104K | 0.25% | 81 |
|
|
2013
Q4 | $953K | Buy |
14,405
+4,600
| +47% | +$319K | 0.28% | 79 |
|
|
2013
Q3 | $708K | Hold |
9,805
| – | – | 0.25% | 76 |
|
|
2013
Q2 | $655K | Buy |
+9,805
| New | +$631K | 0.24% | 81 |
|