USCA RIA’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-34,345
| Closed | -$1.47M | – | 390 |
|
|
2015
Q3 | $1.47M | Sell |
34,345
-1,690
| -5% | -$72.5K | 0.37% | 75 |
|
|
2015
Q2 | $2.03M | Buy |
36,035
+15,100
| +72% | +$851K | 0.54% | 48 |
|
|
2015
Q1 | $1.38M | Buy |
20,935
+30
| +0.1% | +$1.98K | 0.37% | 75 |
|
|
2014
Q4 | $1.41M | Buy |
20,905
+1,065
| +5% | +$71.6K | 0.39% | 68 |
|
|
2014
Q3 | $1.52M | Buy |
19,840
+400
| +2% | +$30.7K | 0.46% | 56 |
|
|
2014
Q2 | $1.39M | Hold |
19,440
| – | – | 0.47% | 60 |
|
|
2014
Q1 | $1.27M | Buy |
19,440
+2,400
| +14% | +$157K | 0.46% | 63 |
|
|
2013
Q4 | $1.13M | Sell |
17,040
-8,900
| -34% | -$589K | 0.45% | 63 |
|
|
2013
Q3 | $1.87M | Hold |
25,940
| – | – | 0.85% | 23 |
|
|
2013
Q2 | $1.73M | Buy |
+25,940
| New | +$1.73M | 0.87% | 24 |
|