Mark Sheptoff Financial Planning’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 |
-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% | -$6K | ﹤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 | +$17K | 0.01% | 232 |
|
|
2014
Q3 | – | Sell |
-482
| Closed | -$9K | – | 358 |
|
|
2014
Q2 | $9K | Buy |
482
+3
| +0.6% | +$56 | 0.01% | 285 |
|
|
2014
Q1 | $6K | Buy |
+479
| New | +$6K | 0.01% | 314 |
|