Regal Investment Advisors’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,500
| Closed | -$57K | – | 1064 |
|
|
2014
Q3 | $57K | Sell |
2,500
-439
| -15% | -$10K | 0.02% | 394 |
|
|
2014
Q2 | $65K | Hold |
2,939
| – | – | 0.02% | 343 |
|
|
2014
Q1 | $66K | Buy |
+2,939
| New | +$66K | 0.03% | 315 |
|
|
2013
Q4 | – | Sell |
-2,939
| Closed | -$65K | – | 1015 |
|
|
2013
Q3 | $65K | Sell |
2,939
-301
| -9% | -$6.66K | 0.04% | 276 |
|
|
2013
Q2 | $72K | Buy |
+3,240
| New | +$72K | 0.04% | 262 |
|