WFG Advisors’s Buckeye Partners, L.P. BPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $91K | Buy |
1,420
+296
| +26% | +$19K | 0.02% | 545 |
|
|
2017
Q1 | $77K | Sell |
1,124
-296
| -21% | -$20.3K | 0.02% | 559 |
|
|
2016
Q4 | $94K | Hold |
1,420
| – | – | 0.02% | 536 |
|
|
2016
Q3 | $102K | Buy |
1,420
+200
| +16% | +$14.4K | 0.03% | 514 |
|
|
2016
Q2 | $86K | Hold |
1,220
| – | – | 0.02% | 539 |
|
|
2016
Q1 | $83K | Hold |
1,220
| – | – | 0.02% | 527 |
|
|
2015
Q4 | $80K | Buy |
1,220
+120
| +11% | +$7.87K | 0.02% | 526 |
|
|
2015
Q3 | $65K | Hold |
1,100
| – | – | 0.02% | 565 |
|
|
2015
Q2 | $81K | Sell |
1,100
-46
| -4% | -$3.39K | 0.02% | 592 |
|
|
2015
Q1 | $87K | Sell |
1,146
-1,780
| -61% | -$135K | 0.02% | 575 |
|
|
2014
Q4 | $221K | Sell |
2,926
-953
| -25% | -$72K | 0.04% | 395 |
|
|
2014
Q3 | $309K | Sell |
3,879
-27,367
| -88% | -$2.18M | 0.06% | 350 |
|
|
2014
Q2 | $2.6M | Buy |
31,246
+27,373
| +707% | +$2.27M | 0.48% | 32 |
|
|
2014
Q1 | $291K | Sell |
3,873
-3,709
| -49% | -$279K | 0.06% | 358 |
|
|
2013
Q4 | $538K | Buy |
7,582
+528
| +7% | +$37.5K | 0.08% | 297 |
|
|
2013
Q3 | $462K | Buy |
7,054
+204
| +3% | +$13.4K | 0.07% | 295 |
|
|
2013
Q2 | $481K | Buy |
+6,850
| New | +$481K | 0.08% | 273 |
|