Apriem Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-160
| Closed | -$8K | – | 682 |
|
2015
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 445 |
|
2015
Q1 | $9K | Sell |
160
-340
| -68% | -$19.1K | ﹤0.01% | 429 |
|
2014
Q4 | $33K | Sell |
500
-2,098
| -81% | -$138K | 0.01% | 239 |
|
2014
Q3 | $166K | Buy |
2,598
+300
| +13% | +$19.2K | 0.06% | 112 |
|
2014
Q2 | $133K | Sell |
2,298
-110
| -5% | -$6.37K | 0.05% | 134 |
|
2014
Q1 | $130K | Buy |
2,408
+75
| +3% | +$4.05K | 0.05% | 141 |
|
2013
Q4 | $134K | Buy |
2,333
+10
| +0.4% | +$574 | 0.05% | 131 |
|
2013
Q3 | $121K | Buy |
2,323
+115
| +5% | +$5.99K | 0.05% | 132 |
|
2013
Q2 | $112K | Buy |
+2,208
| New | +$112K | 0.05% | 137 |
|