Burt Wealth 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
Q1 | – | Sell |
-1,520
| Closed | -$9K | – | 175 |
|
|
2020
Q4 | $9K | Hold |
1,520
| – | – | ﹤0.01% | 285 |
|
|
2020
Q3 | $8K | Hold |
1,520
| – | – | ﹤0.01% | 289 |
|
|
2020
Q2 | $11K | Hold |
1,520
| – | – | ﹤0.01% | 260 |
|
|
2020
Q1 | $7K | Hold |
1,520
| – | – | ﹤0.01% | 284 |
|
|
2019
Q4 | $20K | Hold |
1,520
| – | – | 0.01% | 240 |
|
|
2019
Q3 | $20K | Hold |
1,520
| – | – | 0.01% | 234 |
|
|
2019
Q2 | $21K | Hold |
1,520
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $23K | Hold |
1,520
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $20K | Hold |
1,520
| – | – | 0.01% | 234 |
|
|
2018
Q3 | $26K | Hold |
1,520
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $26K | Hold |
1,520
| – | – | 0.01% | 226 |
|
|
2018
Q1 | $22K | Hold |
1,520
| – | – | 0.01% | 245 |
|
|
2017
Q4 | $26K | Hold |
1,520
| – | – | 0.02% | 230 |
|
|
2017
Q3 | $26K | Hold |
1,520
| – | – | 0.02% | 220 |
|
|
2017
Q2 | $27K | Hold |
1,520
| – | – | 0.02% | 237 |
|
|
2017
Q1 | $30K | Hold |
1,520
| – | – | 0.02% | 203 |
|
|
2016
Q4 | $29K | Hold |
1,520
| – | – | 0.03% | 207 |
|
|
2016
Q3 | $25K | Hold |
1,520
| – | – | 0.03% | 203 |
|
|
2016
Q2 | $21K | Sell |
1,520
-500
| -25% | -$6.91K | 0.02% | 212 |
|
|
2016
Q1 | $14K | Buy |
+2,020
| New | +$14K | 0.01% | 289 |
|