Optimum Investment Advisors’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,553
| Closed | -$124K | – | 1031 |
|
|
2014
Q4 | $124K | Hold |
4,553
| – | – | 0.04% | 333 |
|
|
2014
Q3 | $163K | Buy |
4,553
+895
| +24% | +$32K | 0.05% | 291 |
|
|
2014
Q2 | $126K | Buy |
3,658
+978
| +36% | +$33.7K | 0.04% | 320 |
|
|
2014
Q1 | $86K | Buy |
2,680
+130
| +5% | +$4.17K | 0.03% | 325 |
|
|
2013
Q4 | $89K | Hold |
2,550
| – | – | 0.03% | 310 |
|
|
2013
Q3 | $99K | Buy |
+2,550
| New | +$99K | 0.04% | 280 |
|