KWMG
BPL
King Wealth Management Group’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,431
| Closed | -$480K | – | 144 |
|
|
2018
Q3 | $480K | Sell |
13,431
-300
| -2% | -$10.7K | 0.15% | 71 |
|
|
2018
Q2 | $483K | Sell |
13,731
-1,057
| -7% | -$37.2K | 0.17% | 68 |
|
|
2018
Q1 | $553K | Sell |
14,788
-805
| -5% | -$30.1K | 0.2% | 63 |
|
|
2017
Q4 | $773K | Sell |
15,593
-100
| -0.6% | -$4.96K | 0.27% | 52 |
|
|
2017
Q3 | $895K | Hold |
15,693
| – | – | 0.33% | 47 |
|
|
2017
Q2 | $1M | Sell |
15,693
-200
| -1% | -$12.8K | 0.4% | 48 |
|
|
2017
Q1 | $1.09M | Hold |
15,893
| – | – | 0.46% | 45 |
|
|
2016
Q4 | $1.05M | Buy |
15,893
+3,520
| +28% | +$233K | 0.47% | 43 |
|
|
2016
Q3 | $886K | Buy |
12,373
+225
| +2% | +$16.1K | 0.44% | 45 |
|
|
2016
Q2 | $854K | Buy |
12,148
+280
| +2% | +$19.7K | 0.46% | 43 |
|
|
2016
Q1 | $806K | Hold |
11,868
| – | – | 0.43% | 48 |
|
|
2015
Q4 | $783K | Sell |
11,868
-53
| -0.4% | -$3.5K | 0.43% | 51 |
|
|
2015
Q3 | $707K | Sell |
11,921
-337
| -3% | -$20K | 0.43% | 46 |
|
|
2015
Q2 | $906K | Hold |
12,258
| – | – | 0.5% | 44 |
|
|
2015
Q1 | $925K | Sell |
12,258
-6,555
| -35% | -$495K | 0.53% | 38 |
|
|
2014
Q4 | $1.42M | Buy |
+18,813
| New | +$1.42M | 0.76% | 35 |
|
|
2014
Q3 | – | Sell |
-5,035
| Closed | -$415K | – | 116 |
|
|
2014
Q2 | $415K | Buy |
+5,035
| New | +$415K | 0.26% | 63 |
|