Welch & Forbes’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,760
| Closed | -$210K | – | 351 |
|
|
2014
Q4 | $210K | Hold |
8,760
| – | – | 0.01% | 327 |
|
|
2014
Q3 | $286K | Hold |
8,760
| – | – | 0.01% | 305 |
|
|
2014
Q2 | $282K | Buy |
8,760
+50
| +0.6% | +$1.61K | 0.01% | 290 |
|
|
2014
Q1 | $237K | Buy |
8,710
+679
| +8% | +$18.5K | 0.01% | 307 |
|
|
2013
Q4 | $211K | Hold |
8,031
| – | – | 0.01% | 308 |
|
|
2013
Q3 | $230K | Hold |
8,031
| – | – | 0.01% | 314 |
|
|
2013
Q2 | $217K | Buy |
+8,031
| New | +$217K | 0.01% | 300 |
|