JWA
BPL
JFS Wealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-300
| Closed | -$20K | – | 466 |
|
|
2017
Q1 | $20K | Hold |
300
| – | – | 0.01% | 309 |
|
|
2016
Q4 | $20K | Sell |
300
-200
| -40% | -$13.3K | 0.01% | 309 |
|
|
2016
Q3 | $36K | Buy |
500
+100
| +25% | +$7.2K | 0.01% | 272 |
|
|
2016
Q2 | $28K | Buy |
400
+100
| +33% | +$7K | 0.01% | 297 |
|
|
2016
Q1 | $20K | Hold |
300
| – | – | 0.01% | 322 |
|
|
2015
Q4 | $20K | Sell |
300
-640
| -68% | -$42.7K | 0.01% | 327 |
|
|
2015
Q3 | $56K | Hold |
940
| – | – | 0.02% | 201 |
|
|
2015
Q2 | $69K | Hold |
940
| – | – | 0.04% | 155 |
|
|
2015
Q1 | $71K | Sell |
940
-100
| -10% | -$7.55K | 0.03% | 151 |
|
|
2014
Q4 | $79K | Hold |
1,040
| – | – | 0.01% | 143 |
|
|
2014
Q3 | $83K | Sell |
1,040
-4,800
| -82% | -$383K | 0.01% | 140 |
|
|
2014
Q2 | $485K | Buy |
5,840
+340
| +6% | +$28.2K | 0.09% | 49 |
|
|
2014
Q1 | $413K | Hold |
5,500
| – | – | 0.23% | 61 |
|
|
2013
Q4 | $391K | Hold |
5,500
| – | – | 0.17% | 82 |
|
|
2013
Q3 | $360K | Hold |
5,500
| – | – | 0.17% | 86 |
|
|
2013
Q2 | $386K | Buy |
+5,500
| New | +$386K | 0.19% | 68 |
|