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BWA
Burt Wealth Advisors’s
Energy Transfer Partners
ET
Stock Holding History
Burt Wealth Advisors’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
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%
-$5.96K
0.02%
212
2016
Q1
$14K
Buy
+2,020
New
+$15.9K
0.01%
289
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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