BRWM
B. Riley Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.86K | Sell |
386,477
-3,960
| -1% | -$40 | ﹤0.01% | 160 |
|
|
2022
Q1 | $4.37M | Sell |
390,437
-545
| -0.1% | -$6.1K | 0.34% | 73 |
|
|
2021
Q4 | $3.22M | Buy |
390,982
+6,357
| +2% | +$52.3K | 0.22% | 100 |
|
|
2021
Q3 | $3.69M | Sell |
384,625
-16,679
| -4% | -$160K | 0.28% | 81 |
|
|
2021
Q2 | $4.27M | Sell |
401,304
-44,393
| -10% | -$472K | 0.47% | 54 |
|
|
2021
Q1 | $3.42M | Sell |
445,697
-32,600
| -7% | -$250K | 0.4% | 65 |
|
|
2020
Q4 | $2.96M | Sell |
478,297
-394,470
| -45% | -$2.44M | 0.38% | 68 |
|
|
2020
Q3 | $4.73M | Buy |
872,767
+387,237
| +80% | +$2.1M | 0.56% | 51 |
|
|
2020
Q2 | $3.46M | Sell |
485,530
-378,794
| -44% | -$2.7M | 0.38% | 62 |
|
|
2020
Q1 | $3.98M | Buy |
864,324
+829,819
| +2,405% | +$3.82M | 0.42% | 67 |
|
|
2019
Q4 | $443K | Buy |
34,505
+23,449
| +212% | +$301K | 0.07% | 228 |
|
|
2019
Q3 | $144K | Buy |
+11,056
| New | +$144K | 0.03% | 361 |
|
|
2015
Q3 | – | Sell |
-5,760
| Closed | -$369K | – | 320 |
|
|
2015
Q2 | $369K | Hold |
5,760
| – | – | 0.29% | 85 |
|
|
2015
Q1 | $364K | Sell |
5,760
-100
| -2% | -$6.32K | 0.27% | 104 |
|
|
2014
Q4 | $336K | Sell |
5,860
-2,900
| -33% | -$166K | 0.27% | 95 |
|
|
2014
Q3 | $540K | Buy |
8,760
+200
| +2% | +$12.3K | 0.4% | 56 |
|
|
2014
Q2 | $504K | Buy |
8,560
+5,222
| +156% | +$307K | 0.33% | 71 |
|
|
2014
Q1 | $156K | Buy |
+3,338
| New | +$156K | 0.12% | 238 |
|