Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,622
| Closed | -$175K | – | 271 |
|
|
2019
Q4 | $175K | Sell |
13,622
-7,680
| -36% | -$98.7K | 0.01% | 234 |
|
|
2019
Q3 | $279K | Sell |
21,302
-4,494
| -17% | -$58.9K | 0.02% | 223 |
|
|
2019
Q2 | $363K | Hold |
25,796
| – | – | 0.02% | 209 |
|
|
2019
Q1 | $396K | Buy |
25,796
+1,500
| +6% | +$23K | 0.02% | 204 |
|
|
2018
Q4 | $321K | Buy |
+24,296
| New | +$321K | 0.02% | 222 |
|