Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,353
| Closed | -$206K | – | 587 |
|
|
2016
Q3 | $206K | Buy |
12,353
+31
| +0.3% | +$517 | 0.03% | 632 |
|
|
2016
Q2 | $178K | Buy |
+12,322
| New | +$178K | 0.02% | 610 |
|
|
2015
Q4 | – | Sell |
-12,210
| Closed | -$253K | – | 697 |
|
|
2015
Q3 | $253K | Buy |
12,210
+5,770
| +90% | +$120K | 0.03% | 532 |
|
|
2015
Q2 | $209K | Buy |
+6,440
| New | +$209K | 0.03% | 623 |
|
|
2015
Q1 | – | Sell |
-9,290
| Closed | -$265K | – | 523 |
|
|
2014
Q4 | $265K | Buy |
+9,290
| New | +$265K | 0.04% | 494 |
|