WFG Advisors’s EV Energy Partners, L.P. EVEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,754
| Closed | -$14K | – | 1822 |
|
|
2016
Q3 | $14K | Sell |
5,754
-500
| -8% | -$1.22K | ﹤0.01% | 1041 |
|
|
2016
Q2 | $14K | Buy |
6,254
+754
| +14% | +$1.69K | ﹤0.01% | 1005 |
|
|
2016
Q1 | $11K | Hold |
5,500
| – | – | ﹤0.01% | 1039 |
|
|
2015
Q4 | $15K | Hold |
5,500
| – | – | ﹤0.01% | 978 |
|
|
2015
Q3 | $33K | Buy |
5,500
+5,000
| +1,000% | +$30K | 0.01% | 764 |
|
|
2015
Q2 | $6K | Sell |
500
-1,000
| -67% | -$12K | ﹤0.01% | 1322 |
|
|
2015
Q1 | $20K | Buy |
1,500
+1,000
| +200% | +$13.3K | 0.01% | 997 |
|
|
2014
Q4 | $10K | Sell |
500
-118
| -19% | -$2.36K | ﹤0.01% | 1465 |
|
|
2014
Q3 | $22K | Buy |
+618
| New | +$22K | ﹤0.01% | 1241 |
|
|
2014
Q1 | – | Sell |
-500
| Closed | -$17K | – | 2312 |
|
|
2013
Q4 | $17K | Sell |
500
-2,012
| -80% | -$68.4K | ﹤0.01% | 1409 |
|
|
2013
Q3 | $93K | Sell |
2,512
-475
| -16% | -$17.6K | 0.01% | 721 |
|
|
2013
Q2 | $112K | Buy |
+2,987
| New | +$112K | 0.02% | 625 |
|