Avior Wealth Management’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 |
-1,672
| Closed | -$61K | – | 524 |
|
2017
Q1 | $61K | Hold |
1,672
| – | – | 0.02% | 217 |
|
2016
Q4 | $60K | Sell |
1,672
-88
| -5% | -$3.16K | 0.02% | 201 |
|
2016
Q3 | $65K | Hold |
1,760
| – | – | 0.03% | 205 |
|
2016
Q2 | $67K | Buy |
1,760
+78
| +5% | +$2.97K | 0.03% | 185 |
|
2016
Q1 | $54K | Buy |
1,682
+382
| +29% | +$12.3K | 0.02% | 204 |
|
2015
Q4 | $44K | Hold |
1,300
| – | – | 0.02% | 186 |
|
2015
Q3 | $53K | Hold |
1,300
| – | – | 0.03% | 167 |
|
2015
Q2 | $68K | Hold |
1,300
| – | – | 0.05% | 119 |
|
2015
Q1 | $72K | Hold |
1,300
| – | – | 0.06% | 118 |
|
2014
Q4 | $85K | Sell |
1,300
-210
| -14% | -$13.7K | 0.07% | 103 |
|
2014
Q3 | $97K | Hold |
1,510
| – | – | 0.08% | 96 |
|
2014
Q2 | $88K | Hold |
1,510
| – | – | 0.07% | 102 |
|
2014
Q1 | $81K | Buy |
+1,510
| New | +$81K | 0.07% | 98 |
|