BTR Capital 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
Q2 | – | Sell |
-21,771
| Closed | -$100K | – | 155 |
|
|
2020
Q1 | $100K | Hold |
21,771
| – | – | 0.02% | 144 |
|
|
2019
Q4 | $279K | Hold |
21,771
| – | – | 0.05% | 137 |
|
|
2019
Q3 | $285K | Buy |
21,771
+246
| +1% | +$3.22K | 0.05% | 133 |
|
|
2019
Q2 | $303K | Hold |
21,525
| – | – | 0.06% | 133 |
|
|
2019
Q1 | $331K | Hold |
21,525
| – | – | 0.06% | 131 |
|
|
2018
Q4 | $284K | Buy |
+21,525
| New | +$284K | 0.06% | 137 |
|