WEC
MLPW
Winslow Evans & Crocker’s UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) MLPW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,510
| Closed | -$58.9K | – | 1339 |
|
|
2016
Q2 | $58.9K | Sell |
2,510
-1,299
| -34% | -$30.5K | 0.02% | 477 |
|
|
2016
Q1 | $75.3K | Sell |
3,809
-655
| -15% | -$13K | 0.02% | 420 |
|
|
2015
Q4 | $96.3K | Sell |
4,464
-390
| -8% | -$8.41K | 0.03% | 407 |
|
|
2015
Q3 | $114K | Sell |
4,854
-506
| -9% | -$11.9K | 0.04% | 368 |
|
|
2015
Q2 | $169K | Buy |
5,360
+1,376
| +35% | +$43.4K | 0.05% | 342 |
|
|
2015
Q1 | $133K | Buy |
3,984
+864
| +28% | +$28.9K | 0.04% | 369 |
|
|
2014
Q4 | $108K | Buy |
3,120
+2,120
| +212% | +$73.5K | 0.03% | 399 |
|
|
2014
Q3 | $39.4K | Buy |
+1,000
| New | +$39.4K | 0.01% | 602 |
|