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BCWM
Bartlett & Co Wealth Management’s
Energy Transfer Partners
ET
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-2,126
Closed
-$20.4K
–
541
2021
Q3
$20.4K
Sell
2,126
-1,768
-45%
-$17K
﹤0.01%
630
2021
Q2
$41.4K
Buy
3,894
+6
+0.2%
+$57
﹤0.01%
538
2021
Q1
$29.9K
Sell
3,888
-2,804
-42%
-$20.5K
﹤0.01%
619
2020
Q4
$41.3K
Buy
6,692
+618
+10%
+$3.74K
﹤0.01%
558
2020
Q3
$32.9K
Buy
6,074
+15
+0.2%
+$95
﹤0.01%
551
2020
Q2
$43.1K
Buy
6,059
+11
+0.2%
+$82
﹤0.01%
522
2020
Q1
$27.8K
Buy
6,048
+7
+0.1%
+$75
﹤0.01%
542
2019
Q4
$77.5K
Buy
6,041
+7
+0.1%
+$86
﹤0.01%
445
2019
Q3
$78.9K
Buy
6,034
+7
+0.1%
+$98
﹤0.01%
426
2019
Q2
$84.9K
Buy
6,027
+279
+5%
+$4.13K
﹤0.01%
345
2019
Q1
$88.3K
Hold
5,748
–
–
﹤0.01%
335
2018
Q4
$75.9K
Buy
5,748
+2,200
+62%
+$33.4K
﹤0.01%
345
2018
Q3
$61.8K
Buy
+3,548
New
+$63K
﹤0.01%
410
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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