Cypress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.35M | Sell |
283,225
-24,084
| -8% | -$370K | 4.98% | 2 |
|
|
2018
Q4 | $4.06M | Buy |
307,309
+115,509
| +60% | +$1.53M | 5.58% | 2 |
|
|
2018
Q3 | $3.34M | Sell |
191,800
-13,975
| -7% | -$244K | 3.51% | 4 |
|
|
2018
Q2 | $3.55M | Sell |
205,775
-13,175
| -6% | -$227K | 3.84% | 3 |
|
|
2018
Q1 | $3.11M | Sell |
218,950
-675
| -0.3% | -$9.59K | 3.37% | 6 |
|
|
2017
Q4 | $3.79M | Buy |
219,625
+207,350
| +1,689% | +$3.58M | 3.63% | 5 |
|
|
2017
Q3 | $213K | Sell |
12,275
-8,300
| -40% | -$144K | 0.34% | 56 |
|
|
2017
Q2 | $370K | Sell |
20,575
-79,500
| -79% | -$1.43M | 0.43% | 51 |
|
|
2017
Q1 | $1.97M | Sell |
100,075
-4,425
| -4% | -$87.3K | 0.9% | 25 |
|
|
2016
Q4 | $2.02M | Sell |
104,500
-200
| -0.2% | -$3.86K | 0.92% | 27 |
|
|
2016
Q3 | $1.76M | Buy |
104,700
+39,625
| +61% | +$665K | 0.79% | 30 |
|
|
2016
Q2 | $935K | Buy |
65,075
+2,800
| +4% | +$40.2K | 0.46% | 53 |
|
|
2016
Q1 | $444K | Buy |
62,275
+3,055
| +5% | +$21.8K | 0.2% | 106 |
|
|
2015
Q4 | $814K | Hold |
59,220
| – | – | 0.41% | 52 |
|
|
2015
Q3 | $1.23M | Hold |
59,220
| – | – | 0.67% | 33 |
|
|
2015
Q2 | $1.9M | Buy |
+59,220
| New | +$1.9M | 1.11% | 23 |
|