Stevens First Principles Investment Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-5,035
| Closed | -$94K | – | 250 |
|
2014
Q3 | $94K | Buy |
5,035
+5,000
| +14,286% | +$93.3K | 0.05% | 121 |
|
2014
Q2 | $0 | Buy |
+35
| New | – | ﹤0.01% | 236 |
|
2014
Q1 | – | Sell |
-70,925
| Closed | -$1.81M | – | 229 |
|
2013
Q4 | $1.81M | Sell |
70,925
-1,185
| -2% | -$30.2K | 1.07% | 36 |
|
2013
Q3 | $2.19M | Sell |
72,110
-395
| -0.5% | -$12K | 1.3% | 30 |
|
2013
Q2 | $2.19M | Buy |
+72,505
| New | +$2.19M | 1.54% | 26 |
|