LA
EEP
Legacy Advisors’s Enbridge Energy Partners EEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$55K | – | 449 |
|
|
2018
Q3 | $55K | Sell |
5,000
-5,500
| -52% | -$60.5K | 0.03% | 221 |
|
|
2018
Q2 | $115K | Sell |
10,500
-6,500
| -38% | -$71.2K | 0.09% | 130 |
|
|
2018
Q1 | $174K | Buy |
17,000
+5,500
| +48% | +$56.3K | 0.13% | 83 |
|
|
2017
Q4 | $158K | Buy |
11,500
+7,500
| +188% | +$103K | 0.15% | 64 |
|
|
2017
Q3 | $63K | Buy |
4,000
+500
| +14% | +$7.88K | 0.07% | 97 |
|
|
2017
Q2 | $56K | Buy |
3,500
+1,500
| +75% | +$24K | 0.07% | 98 |
|
|
2017
Q1 | $38K | Buy |
+2,000
| New | +$38K | 0.05% | 104 |
|