Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-39,533
| Closed | -$182K | – | 180 |
|
|
2020
Q1 | $182K | Buy |
+39,533
| New | +$182K | 0.03% | 173 |
|
|
2019
Q3 | – | Sell |
-512
| Closed | -$7K | – | 362 |
|
|
2019
Q2 | $7K | Sell |
512
-9,855
| -95% | -$135K | ﹤0.01% | 687 |
|
|
2019
Q1 | $157K | Buy |
10,367
+10,111
| +3,950% | +$153K | 0.02% | 188 |
|
|
2018
Q4 | $3K | Buy |
+256
| New | +$3K | ﹤0.01% | 765 |
|