Plante Moran Financial Advisors’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
Q4 | – | Sell |
-765
| Closed | -$27K | – | 999 |
|
|
2018
Q3 | $27K | Hold |
765
| – | – | 0.01% | 400 |
|
|
2018
Q2 | $27K | Hold |
765
| – | – | 0.01% | 436 |
|
|
2018
Q1 | $29K | Hold |
765
| – | – | 0.02% | 442 |
|
|
2017
Q4 | $38K | Hold |
765
| – | – | 0.02% | 401 |
|
|
2017
Q3 | $44K | Hold |
765
| – | – | 0.03% | 333 |
|
|
2017
Q2 | $49K | Sell |
765
-516
| -40% | -$33.1K | 0.03% | 324 |
|
|
2017
Q1 | $88K | Hold |
1,281
| – | – | 0.05% | 222 |
|
|
2016
Q4 | $85K | Buy |
1,281
+765
| +148% | +$50.8K | 0.05% | 238 |
|
|
2016
Q3 | $37K | Hold |
516
| – | – | 0.03% | 383 |
|
|
2016
Q2 | $36K | Hold |
516
| – | – | 0.03% | 344 |
|
|
2016
Q1 | $35K | Hold |
516
| – | – | 0.03% | 314 |
|
|
2015
Q4 | $34K | Hold |
516
| – | – | 0.03% | 367 |
|
|
2015
Q3 | $31K | Hold |
516
| – | – | 0.02% | 328 |
|
|
2015
Q2 | $38K | Sell |
516
-554
| -52% | -$40.8K | 0.03% | 332 |
|
|
2015
Q1 | $81K | Sell |
1,070
-130
| -11% | -$9.84K | 0.06% | 218 |
|
|
2014
Q4 | $91K | Hold |
1,200
| – | – | 0.07% | 195 |
|
|
2014
Q3 | $96K | Sell |
1,200
-350
| -23% | -$28K | 0.08% | 171 |
|
|
2014
Q2 | $129K | Hold |
1,550
| – | – | 0.12% | 124 |
|
|
2014
Q1 | $116K | Hold |
1,550
| – | – | 0.13% | 104 |
|
|
2013
Q4 | $110K | Hold |
1,550
| – | – | 0.06% | 145 |
|
|
2013
Q3 | $102K | Sell |
1,550
-450
| -23% | -$29.6K | 0.06% | 110 |
|
|
2013
Q2 | $140K | Buy |
+2,000
| New | +$140K | 0.1% | 86 |
|