LPL Financial’s ClearBridge American Energy MLP CBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $190K | Sell |
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|
2018
Q1 | $183K | Buy |
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|
2017
Q4 | $155K | Buy |
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|
2017
Q3 | $140K | Buy |
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|
2017
Q2 | $144K | Sell |
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|
2017
Q1 | $1.12M | Sell |
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|
2016
Q4 | $1.06M | Sell |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.2M | Sell |
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|
2016
Q1 | $2.04M | Buy |
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|
2015
Q4 | $2.38M | Buy |
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|
2015
Q3 | $829K | Buy |
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|
2015
Q2 | $680K | Buy |
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|
2015
Q1 | $403K | Buy |
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|
2014
Q4 | $236K | Sell |
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|
2014
Q3 | $359K | Buy |
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|
2014
Q2 | $239K | Buy |
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|
2014
Q1 | $174K | Buy |
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