Carson Wealth (CWM LLC)’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-522
| Closed | -$19K | – | 1397 |
|
|
2017
Q1 | $19K | Buy |
522
+222
| +74% | +$8.08K | ﹤0.01% | 612 |
|
|
2016
Q4 | $11K | Sell |
300
-50
| -14% | -$1.83K | ﹤0.01% | 721 |
|
|
2016
Q3 | $13K | Buy |
+350
| New | +$13K | ﹤0.01% | 648 |
|
|
2015
Q4 | – | Sell |
-299
| Closed | -$12K | – | 800 |
|
|
2015
Q3 | $12K | Buy |
+299
| New | +$12K | ﹤0.01% | 439 |
|
|
2014
Q1 | – | Sell |
-111
| Closed | -$6K | – | 599 |
|
|
2013
Q4 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 462 |
|