Security National Bank of Sioux City Iowa’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
Q3 | – | Sell |
-7,155
| Closed | -$238K | – | 77 |
|
|
2015
Q2 | $238K | Sell |
7,155
-3,160
| -31% | -$105K | 0.26% | 68 |
|
|
2015
Q1 | $371K | Buy |
10,315
+3,160
| +44% | +$114K | 0.4% | 66 |
|
|
2014
Q4 | $285K | Hold |
7,155
| – | – | 0.32% | 68 |
|
|
2014
Q3 | $278K | Hold |
7,155
| – | – | 0.31% | 68 |
|
|
2014
Q2 | $264K | Buy |
+7,155
| New | +$264K | 0.3% | 68 |
|
|
2014
Q1 | – | Sell |
-7,155
| Closed | -$214K | – | 83 |
|
|
2013
Q4 | $214K | Hold |
7,155
| – | – | 0.26% | 70 |
|
|
2013
Q3 | $218K | Hold |
7,155
| – | – | 0.32% | 66 |
|
|
2013
Q2 | $218K | Buy |
+7,155
| New | +$218K | 0.34% | 66 |
|