SFWA
BPL
Summit Financial Wealth Advisors’s Buckeye Partners, L.P. BPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,400
| Closed | -$217K | – | 152 |
|
|
2017
Q2 | $217K | Sell |
3,400
-9,000
| -73% | -$574K | 0.09% | 138 |
|
|
2017
Q1 | $850K | Hold |
12,400
| – | – | 0.37% | 67 |
|
|
2016
Q4 | $820K | Sell |
12,400
-2,000
| -14% | -$132K | 0.36% | 71 |
|
|
2016
Q3 | $1.03M | Hold |
14,400
| – | – | 0.45% | 57 |
|
|
2016
Q2 | $1.01M | Buy |
14,400
+1,500
| +12% | +$106K | 0.42% | 62 |
|
|
2016
Q1 | $876K | Buy |
+12,900
| New | +$876K | 0.38% | 57 |
|