Berman Capital Advisors’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$60K Hold
2021
Q2
$67K Hold
2021
Q1
$48K Hold
2020
Q4
$39K Sell
2020
Q3
$49K Sell
2020
Q2
$568K Buy
2020
Q1
$136K Sell
2019
Q4
$458K Buy
2019
Q3
$439K Sell
2019
Q2
$481K Buy
2019
Q1
$504K Buy
2018
Q4
$433K Buy
2018
Q3
$543K Hold
2018
Q2
$538K Sell
2018
Q1
$462K Buy
2017
Q4
$526K Buy