Kavar Capital Partners Group’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-900
| Closed | -$20K | – | 463 |
|
|
2015
Q4 | $20K | Hold |
900
| – | – | 0.01% | 227 |
|
|
2015
Q3 | $22K | Sell |
900
-1,000
| -53% | -$24.4K | 0.02% | 221 |
|
|
2015
Q2 | $63K | Buy |
+1,900
| New | +$63K | 0.04% | 168 |
|
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$27K | – | 500 |
|
|
2014
Q1 | $27K | Hold |
1,000
| – | – | 0.02% | 238 |
|
|
2013
Q4 | $29K | Buy |
+1,000
| New | +$29K | 0.03% | 222 |
|