Segment Wealth Management’s Boardwalk Pipeline Partners BWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,400
| Closed | -$194K | – | 181 |
|
|
2014
Q3 | $194K | Buy |
+10,400
| New | +$194K | 0.07% | 174 |
|
|
2014
Q1 | – | Sell |
-22,800
| Closed | -$582K | – | 159 |
|
|
2013
Q4 | $582K | Hold |
22,800
| – | – | 0.29% | 80 |
|
|
2013
Q3 | $692K | Buy |
22,800
+1,000
| +5% | +$30.4K | 0.38% | 71 |
|
|
2013
Q2 | $658K | Buy |
+21,800
| New | +$658K | 0.39% | 67 |
|