AWA
ARS Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $370K | Sell |
34,830
-2,500
| -7% | -$26.6K | 0.07% | 98 |
|
|
2021
Q1 | $287K | Buy |
37,330
+3,375
| +10% | +$25.9K | 0.06% | 99 |
|
|
2020
Q4 | $210K | Sell |
33,955
-1,220
| -3% | -$7.55K | 0.05% | 116 |
|
|
2020
Q3 | $191K | Buy |
35,175
+4,495
| +15% | +$24.4K | 0.05% | 104 |
|
|
2020
Q2 | $218K | Hold |
30,680
| – | – | 0.07% | 90 |
|
|
2020
Q1 | $141K | Buy |
30,680
+6,000
| +24% | +$27.6K | 0.06% | 89 |
|
|
2019
Q4 | $317K | Hold |
24,680
| – | – | 0.09% | 81 |
|
|
2019
Q3 | $323K | Sell |
24,680
-100
| -0.4% | -$1.31K | 0.1% | 76 |
|
|
2019
Q2 | $349K | Hold |
24,780
| – | – | 0.11% | 79 |
|
|
2019
Q1 | $381K | Hold |
24,780
| – | – | 0.12% | 76 |
|
|
2018
Q4 | $327K | Buy |
+24,780
| New | +$327K | 0.12% | 78 |
|