Mark Sheptoff Financial Planning’s Boardwalk Pipeline Partners BWP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BWP Stock Details BWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-500	Closed	-$6K	–	392
2018 Q2	$6K	Hold	500	–	–	﹤0.01%	315
2018 Q1	$5K	Hold	500	–	–	﹤0.01%	335
2017 Q4	$6K	Sell	500 -500	-50%	-$7.07K	﹤0.01%	319
2017 Q3	$15K	Hold	1,000	–	–	0.01%	261
2017 Q2	$18K	Sell	1,000 -1	-0.1%	-$18	0.01%	238
2017 Q1	$18K	Buy	1,001 +1	+0.1%	+$18	0.01%	242
2016 Q4	$17K	Hold	1,000	–	–	0.01%	236
2016 Q3	$17K	Buy	+1,000	New	+$16.9K	0.01%	232
2014 Q3	–	Sell	-482	Closed	-$9K	–	358
2014 Q2	$9K	Buy	482 +3	+0.6%	+$49	0.01%	285
2014 Q1	$6K	Buy	+479	New	+$8.59K	0.01%	314

Mark Sheptoff Financial Planning's BWP Position: Q3 2018 in Review

Mark Sheptoff Financial Planning sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 500 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in BWP in Q1 2014 and held it in 10 quarters. The position peaked at $18K in Q2 2017. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.

Mark Sheptoff Financial Planning reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $6K.
Mark Sheptoff Financial Planning first reported a position in Boardwalk Pipeline Partners in Q1 2014 and held it in 10 quarters.
Mark Sheptoff Financial Planning's Boardwalk Pipeline Partners position peaked at $18K in Q2 2017.
0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2018, filed 13 Nov 2018.