Rockefeller Financial Services’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,600
| Closed | -$69K | – | 586 |
|
|
2015
Q3 | $69K | Hold |
1,600
| – | – | ﹤0.01% | 402 |
|
|
2015
Q2 | $91K | Hold |
1,600
| – | – | ﹤0.01% | 371 |
|
|
2015
Q1 | $106K | Hold |
1,600
| – | – | ﹤0.01% | 372 |
|
|
2014
Q4 | $108K | Sell |
1,600
-875
| -35% | -$61K | ﹤0.01% | 343 |
|
|
2014
Q3 | $190K | Hold |
2,475
| – | – | ﹤0.01% | 330 |
|
|
2014
Q2 | $178K | Sell |
2,475
-155
| -6% | -$9.99K | ﹤0.01% | 346 |
|
|
2014
Q1 | $171K | Hold |
2,630
| – | – | ﹤0.01% | 360 |
|
|
2013
Q4 | $174K | Hold |
2,630
| – | – | ﹤0.01% | 354 |
|
|
2013
Q3 | $190K | Hold |
2,630
| – | – | ﹤0.01% | 338 |
|
|
2013
Q2 | $175K | Buy |
+2,630
| New | +$169K | ﹤0.01% | 339 |
|