TCI Wealth Advisors’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 |
-400
| Closed | -$17K | – | 1129 |
|
|
2015
Q3 | $17K | Sell |
400
-1,000
| -71% | -$57K | 0.01% | 425 |
|
|
2015
Q2 | $79K | Hold |
1,400
| – | – | 0.05% | 221 |
|
|
2015
Q1 | $93K | Hold |
1,400
| – | – | 0.06% | 181 |
|
|
2014
Q4 | $94K | Hold |
1,400
| – | – | 0.06% | 185 |
|
|
2014
Q3 | $108K | Hold |
1,400
| – | – | 0.07% | 163 |
|
|
2014
Q2 | $100K | Buy |
1,400
+400
| +40% | +$25.8K | 0.06% | 172 |
|
|
2014
Q1 | $65K | Hold |
1,000
| – | – | 0.04% | 206 |
|
|
2013
Q4 | $66K | Buy |
+1,000
| New | +$69.4K | 0.04% | 214 |
|