Reilly Financial Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | -$2K | – | 1040 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 893 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 866 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 779 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 774 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 740 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1149 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$1K | – | 1191 |
|
|
2015
Q3 | $1K | Sell |
100
-200
| -67% | -$2K | ﹤0.01% | 1238 |
|
|
2015
Q2 | $4K | Buy |
300
+200
| +200% | +$2.67K | ﹤0.01% | 1134 |
|
|
2015
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1196 |
|
|
2014
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 776 |
|
|
2014
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 780 |
|
|
2014
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 799 |
|
|
2014
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 788 |
|
|
2013
Q4 | $3K | Sell |
100
-750
| -88% | -$22.5K | ﹤0.01% | 771 |
|
|
2013
Q3 | $26K | Hold |
850
| – | – | 0.01% | 311 |
|
|
2013
Q2 | $26K | Buy |
+850
| New | +$26K | 0.01% | 314 |
|