RWM
BPL
RKL Wealth Management’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,507
| Closed | -$200K | – | 152 |
|
|
2017
Q3 | $200K | Buy |
3,507
+250
| +8% | +$14.3K | 0.06% | 146 |
|
|
2017
Q2 | $208K | Hold |
3,257
| – | – | 0.07% | 137 |
|
|
2017
Q1 | $223K | Sell |
3,257
-53
| -2% | -$3.63K | 0.09% | 111 |
|
|
2016
Q4 | $219K | Hold |
3,310
| – | – | 0.11% | 93 |
|
|
2016
Q3 | $237K | Buy |
+3,310
| New | +$237K | 0.12% | 69 |
|