ProVise Management Group’s Boardwalk Pipeline Partners BWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-9,805
Closed -$250K 322
2013
Q4
$250K Sell
9,805
-11,225
-53% -$286K 0.06% 253
2013
Q3
$639K Buy
21,030
+1,250
+6% +$38K 0.18% 154
2013
Q2
$597K Buy
+19,780
New +$597K 0.18% 160