Regal Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-385
| Closed | -$14K | – | 1050 |
|
|
2015
Q1 | $14K | Hold |
385
| – | – | ﹤0.01% | 630 |
|
|
2014
Q4 | $15K | Sell |
385
-400
| -51% | -$15.6K | ﹤0.01% | 593 |
|
|
2014
Q3 | $30K | Hold |
785
| – | – | 0.01% | 491 |
|
|
2014
Q2 | $29K | Hold |
785
| – | – | 0.01% | 483 |
|
|
2014
Q1 | $22K | Buy |
785
+218
| +38% | +$6.11K | 0.01% | 494 |
|
|
2013
Q4 | $17K | Buy |
567
+167
| +42% | +$5.01K | 0.01% | 500 |
|
|
2013
Q3 | $12K | Hold |
400
| – | – | 0.01% | 575 |
|
|
2013
Q2 | $12K | Buy |
+400
| New | +$12K | 0.01% | 558 |
|