BRWA
ETP
B. Riley Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,145
| Closed | -$335K | – | 574 |
|
|
2017
Q1 | $335K | Buy |
9,145
+2,038
| +29% | +$74.7K | 0.07% | 312 |
|
|
2016
Q4 | $255K | Sell |
7,107
-428
| -6% | -$15.4K | 0.05% | 387 |
|
|
2016
Q3 | $280K | Sell |
7,535
-585
| -7% | -$21.7K | 0.05% | 421 |
|
|
2016
Q2 | $310K | Sell |
8,120
-1,273
| -14% | -$48.6K | 0.06% | 384 |
|
|
2016
Q1 | $304K | Sell |
9,393
-2,591
| -22% | -$83.9K | 0.07% | 352 |
|
|
2015
Q4 | $405K | Sell |
11,984
-18,841
| -61% | -$637K | 0.08% | 290 |
|
|
2015
Q3 | $1.27M | Buy |
30,825
+13,525
| +78% | +$556K | 0.3% | 85 |
|
|
2015
Q2 | $905K | Buy |
17,300
+12,154
| +236% | +$636K | 0.22% | 117 |
|
|
2015
Q1 | $287K | Buy |
5,146
+599
| +13% | +$33.4K | 0.07% | 371 |
|
|
2014
Q4 | $296 | Buy |
4,547
+386
| +9% | +$25 | 0.01% | 1132 |
|
|
2014
Q3 | $266K | Buy |
4,161
+1,825
| +78% | +$117K | 0.07% | 399 |
|
|
2014
Q2 | $135K | Sell |
2,336
-775
| -25% | -$44.9K | 0.03% | 602 |
|
|
2014
Q1 | $167K | Buy |
3,111
+211
| +7% | +$11.3K | 0.05% | 447 |
|
|
2013
Q4 | $166K | Hold |
2,900
| – | – | 0.05% | 404 |
|
|
2013
Q3 | $151K | Sell |
2,900
-1,066
| -27% | -$55.5K | 0.05% | 423 |
|
|
2013
Q2 | $200K | Buy |
+3,966
| New | +$200K | 0.07% | 319 |
|