Lee Financial’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-400
| Closed | -$5K | – | 813 |
|
|
2018
Q2 | $5K | Sell |
400
-12,300
| -97% | -$154K | ﹤0.01% | 628 |
|
|
2018
Q1 | $129K | Hold |
12,700
| – | – | 0.03% | 186 |
|
|
2017
Q4 | $164K | Hold |
12,700
| – | – | 0.05% | 125 |
|
|
2017
Q3 | $187K | Hold |
12,700
| – | – | 0.06% | 114 |
|
|
2017
Q2 | $229K | Hold |
12,700
| – | – | 0.08% | 109 |
|
|
2017
Q1 | $233K | Hold |
12,700
| – | – | 0.09% | 104 |
|
|
2016
Q4 | $220K | Buy |
+12,700
| New | +$220K | 0.12% | 101 |
|