Advocacy Wealth Management Services’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-407
| Closed | -$15K | – | 324 |
|
|
2017
Q1 | $15K | Hold |
407
| – | – | 0.01% | 175 |
|
|
2016
Q4 | $15K | Sell |
407
-127
| -24% | -$4.68K | ﹤0.01% | 166 |
|
|
2016
Q3 | $20K | Sell |
534
-9,551
| -95% | -$358K | 0.01% | 213 |
|
|
2016
Q2 | $384K | Sell |
10,085
-8,517
| -46% | -$324K | 0.19% | 45 |
|
|
2016
Q1 | $602K | Sell |
18,602
-9,653
| -34% | -$312K | 0.42% | 40 |
|
|
2015
Q4 | $956K | Buy |
+28,255
| New | +$956K | 1.08% | 24 |
|