Reilly Financial Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-100
| Closed | -$4K | – | 1226 |
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1037 |
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1038 |
|
2015
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 949 |
|
2014
Q3 | – | Sell |
-3,400
| Closed | -$246K | – | 879 |
|
2014
Q2 | $246K | Buy |
3,400
+2,793
| +460% | +$202K | 0.06% | 100 |
|
2014
Q1 | $40K | Buy |
+607
| New | +$40K | 0.01% | 306 |
|