WFG Advisors’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-116
| Closed | -$2K | – | 2153 |
|
|
2014
Q4 | $2K | Sell |
116
-1
| -0.9% | -$17 | ﹤0.01% | 1887 |
|
|
2014
Q3 | $2K | Sell |
117
-324
| -73% | -$5.54K | ﹤0.01% | 1901 |
|
|
2014
Q2 | $8K | Hold |
441
| – | – | ﹤0.01% | 1549 |
|
|
2014
Q1 | $6K | Sell |
441
-13,633
| -97% | -$185K | ﹤0.01% | 1596 |
|
|
2013
Q4 | $359K | Buy |
14,074
+37
| +0.3% | +$944 | 0.05% | 383 |
|
|
2013
Q3 | $426K | Sell |
14,037
-21,692
| -61% | -$658K | 0.07% | 313 |
|
|
2013
Q2 | $1.08M | Buy |
+35,729
| New | +$1.08M | 0.18% | 144 |
|