MWM
BPL
MinichMacGregor Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,060
| Closed | -$38K | – | 586 |
|
|
2018
Q3 | $38K | Sell |
1,060
-114
| -10% | -$4.09K | 0.03% | 147 |
|
|
2018
Q2 | $40K | Sell |
1,174
-15
| -1% | -$511 | 0.03% | 123 |
|
|
2018
Q1 | $44K | Buy |
1,189
+38
| +3% | +$1.41K | 0.03% | 119 |
|
|
2017
Q4 | $57K | Hold |
1,151
| – | – | 0.04% | 102 |
|
|
2017
Q3 | $65K | Buy |
1,151
+91
| +9% | +$5.14K | 0.05% | 87 |
|
|
2017
Q2 | $67K | Buy |
1,060
+100
| +10% | +$6.32K | 0.06% | 85 |
|
|
2017
Q1 | $65K | Buy |
960
+200
| +26% | +$13.5K | 0.06% | 86 |
|
|
2016
Q4 | $50K | Buy |
760
+200
| +36% | +$13.2K | 0.05% | 105 |
|
|
2016
Q3 | $40K | Hold |
560
| – | – | 0.04% | 133 |
|
|
2016
Q2 | $39K | Hold |
560
| – | – | 0.04% | 131 |
|
|
2016
Q1 | $38K | Sell |
560
-57
| -9% | -$3.87K | 0.04% | 128 |
|
|
2015
Q4 | $47K | Buy |
+617
| New | +$47K | 0.04% | 108 |
|