Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,702
| Closed | -$149K | – | 1444 |
|
|
2018
Q3 | $149K | Buy |
+6,702
| New | +$149K | 0.01% | 274 |
|
|
2018
Q2 | – | Sell |
-6,573
| Closed | -$107K | – | 1810 |
|
|
2018
Q1 | $107K | Buy |
+6,573
| New | +$107K | 0.01% | 399 |
|
|
2017
Q4 | – | Sell |
-121,109
| Closed | -$2.22M | – | 368 |
|
|
2017
Q3 | $2.22M | Buy |
121,109
+1,262
| +1% | +$23.1K | 0.17% | 58 |
|
|
2017
Q2 | $2.44M | Buy |
119,847
+109,883
| +1,103% | +$2.24M | 0.21% | 51 |
|
|
2017
Q1 | $243K | Buy |
+9,964
| New | +$243K | 0.02% | 274 |
|