Berman Capital Advisors’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $60K | Hold |
6,430
| – | – | 0.01% | 605 |
|
|
2021
Q2 | $67K | Hold |
6,430
| – | – | 0.01% | 485 |
|
|
2021
Q1 | $48K | Hold |
6,430
| – | – | 0.01% | 495 |
|
|
2020
Q4 | $39K | Sell |
6,430
-2,900
| -31% | -$17.6K | 0.01% | 472 |
|
|
2020
Q3 | $49K | Sell |
9,330
-70,470
| -88% | -$370K | 0.01% | 345 |
|
|
2020
Q2 | $568K | Buy |
79,800
+50,000
| +168% | +$356K | 0.15% | 64 |
|
|
2020
Q1 | $136K | Sell |
29,800
-5,983
| -17% | -$27.3K | 0.04% | 156 |
|
|
2019
Q4 | $458K | Buy |
35,783
+2,121
| +6% | +$27.1K | 0.13% | 72 |
|
|
2019
Q3 | $439K | Sell |
33,662
-652
| -2% | -$8.5K | 0.14% | 75 |
|
|
2019
Q2 | $481K | Buy |
34,314
+1,412
| +4% | +$19.8K | 0.15% | 65 |
|
|
2019
Q1 | $504K | Buy |
32,902
+30
| +0.1% | +$460 | 0.17% | 65 |
|
|
2018
Q4 | $433K | Buy |
32,872
+1,694
| +5% | +$22.3K | 0.17% | 56 |
|
|
2018
Q3 | $543K | Hold |
31,178
| – | – | 0.23% | 53 |
|
|
2018
Q2 | $538K | Sell |
31,178
-1,340
| -4% | -$23.1K | 0.19% | 57 |
|
|
2018
Q1 | $462K | Buy |
32,518
+2,040
| +7% | +$29K | 0.18% | 58 |
|
|
2017
Q4 | $526K | Buy |
+30,478
| New | +$526K | 0.17% | 55 |
|