Perigon Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,454
| Closed | -$54K | – | 668 |
|
|
2018
Q1 | $54K | Hold |
1,454
| – | – | 0.02% | 299 |
|
|
2017
Q4 | $72K | Hold |
1,454
| – | – | 0.03% | 247 |
|
|
2017
Q3 | $83K | Buy |
+1,454
| New | +$83K | 0.03% | 279 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$264K | – | 336 |
|
|
2015
Q4 | $264K | Hold |
4,000
| – | – | 0.07% | 184 |
|
|
2015
Q3 | $237K | Hold |
4,000
| – | – | 0.07% | 191 |
|
|
2015
Q2 | $296K | Hold |
4,000
| – | – | 0.08% | 184 |
|
|
2015
Q1 | $302K | Hold |
4,000
| – | – | 0.08% | 186 |
|
|
2014
Q4 | $303K | Hold |
4,000
| – | – | 0.09% | 168 |
|
|
2014
Q3 | $319K | Hold |
4,000
| – | – | 0.1% | 152 |
|
|
2014
Q2 | $332K | Hold |
4,000
| – | – | 0.09% | 152 |
|
|
2014
Q1 | $300K | Hold |
4,000
| – | – | 0.17% | 104 |
|
|
2013
Q4 | $284K | Buy |
+4,000
| New | +$284K | 0.16% | 109 |
|