WFG Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-500
| Closed | -$21K | – | 1749 |
|
|
2015
Q3 | $21K | Sell |
500
-1,526
| -75% | -$87K | 0.01% | 878 |
|
|
2015
Q2 | $114K | Buy |
2,026
+203
| +11% | +$13.1K | 0.03% | 501 |
|
|
2015
Q1 | $120K | Buy |
1,823
+1,210
| +197% | +$74.3K | 0.03% | 478 |
|
|
2014
Q4 | $41K | Sell |
613
-93
| -13% | -$6.48K | 0.01% | 966 |
|
|
2014
Q3 | $54K | Buy |
706
+9
| +1% | +$673 | 0.01% | 896 |
|
|
2014
Q2 | $50K | Buy |
697
+8
| +1% | +$515 | 0.01% | 921 |
|
|
2014
Q1 | $45K | Buy |
689
+7
| +1% | +$472 | 0.01% | 952 |
|
|
2013
Q4 | $45K | Sell |
682
-580
| -46% | -$40.2K | 0.01% | 1041 |
|
|
2013
Q3 | $91K | Buy |
1,262
+14
| +1% | +$959 | 0.01% | 730 |
|
|
2013
Q2 | $83K | Buy |
+1,248
| New | +$80.3K | 0.01% | 728 |
|