Barton Investment Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,200
| Closed | -$126K | – | 66 |
|
|
2015
Q4 | $126K | Sell |
9,200
-22,800
| -71% | -$312K | 0.04% | 52 |
|
|
2015
Q3 | $665K | Hold |
32,000
| – | – | 0.24% | 24 |
|
|
2015
Q2 | $1.03M | Hold |
32,000
| – | – | 0.36% | 23 |
|
|
2015
Q1 | $1.01M | Hold |
32,000
| – | – | 0.37% | 23 |
|
|
2014
Q4 | $918K | Hold |
32,000
| – | – | 0.35% | 24 |
|
|
2014
Q3 | $987K | Sell |
32,000
-10,800
| -25% | -$333K | 0.38% | 25 |
|
|
2014
Q2 | $1.26M | Buy |
42,800
+22,800
| +114% | +$672K | 0.49% | 23 |
|
|
2014
Q1 | $468K | Hold |
20,000
| – | – | 0.19% | 35 |
|
|
2013
Q4 | $409K | Buy |
+20,000
| New | +$409K | 0.16% | 41 |
|