National Penn Investors Trust’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-12,500
| Closed | -$536K | – | 243 |
|
|
2015
Q3 | $536K | Hold |
12,500
| – | – | 0.06% | 141 |
|
|
2015
Q2 | $705K | Hold |
12,500
| – | – | 0.08% | 139 |
|
|
2015
Q1 | $826K | Buy |
+12,500
| New | +$826K | 0.09% | 131 |
|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$327K | – | 197 |
|
|
2014
Q1 | $327K | Hold |
5,000
| – | – | 0.04% | 152 |
|
|
2013
Q4 | $331K | Sell |
5,000
-700
| -12% | -$46.3K | 0.04% | 176 |
|
|
2013
Q3 | $412K | Hold |
5,700
| – | – | 0.05% | 147 |
|
|
2013
Q2 | $381K | Buy |
+5,700
| New | +$381K | 0.05% | 151 |
|