Optimum Investment Advisors’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 |
-6,181
| Closed | -$265K | – | 298 |
|
|
2015
Q3 | $265K | Buy |
+6,181
| New | +$265K | 0.11% | 215 |
|
|
2015
Q1 | $318K | Buy |
4,810
+30
| +0.6% | +$1.98K | 0.1% | 211 |
|
|
2014
Q4 | $321K | Sell |
4,780
-5
| -0.1% | -$336 | 0.1% | 197 |
|
|
2014
Q3 | $368K | Hold |
4,785
| – | – | 0.12% | 173 |
|
|
2014
Q2 | $343K | Hold |
4,785
| – | – | 0.11% | 185 |
|
|
2014
Q1 | $313K | Hold |
4,785
| – | – | 0.12% | 176 |
|
|
2013
Q4 | $316K | Sell |
4,785
-300
| -6% | -$19.8K | 0.12% | 169 |
|
|
2013
Q3 | $367K | Buy |
+5,085
| New | +$367K | 0.15% | 152 |
|