Aevitas Wealth Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,230
| Closed | -$157K | – | 174 |
|
|
2019
Q1 | $157K | Sell |
10,230
-684
| -6% | -$10.5K | 0.14% | 113 |
|
|
2018
Q4 | $144K | Sell |
10,914
-884
| -7% | -$11.7K | 0.15% | 116 |
|
|
2018
Q3 | $206K | Buy |
11,798
+97
| +0.8% | +$1.69K | 0.19% | 99 |
|
|
2018
Q2 | $202K | Buy |
11,701
+97
| +0.8% | +$1.68K | 0.2% | 102 |
|
|
2018
Q1 | $165K | Sell |
11,604
-1,506
| -11% | -$21.4K | 0.16% | 110 |
|
|
2017
Q4 | $226K | Buy |
+13,110
| New | +$226K | 0.21% | 96 |
|