Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,000
| Closed | -$182K | – | 536 |
|
|
2021
Q2 | $182K | Hold |
17,000
| – | – | 0.04% | 95 |
|
|
2021
Q1 | $131K | Buy |
17,000
+10,000
| +143% | +$77.1K | 0.03% | 112 |
|
|
2020
Q4 | $43K | Sell |
7,000
-30,000
| -81% | -$184K | 0.01% | 198 |
|
|
2020
Q3 | $201K | Sell |
37,000
-13,312
| -26% | -$72.3K | 0.05% | 106 |
|
|
2020
Q2 | $358K | Buy |
50,312
+2,000
| +4% | +$14.2K | 0.07% | 110 |
|
|
2020
Q1 | $217K | Sell |
48,312
-33,782
| -41% | -$152K | 0.05% | 133 |
|
|
2019
Q4 | $1.04M | Sell |
82,094
-17,742
| -18% | -$225K | 0.21% | 67 |
|
|
2019
Q3 | $1.31M | Buy |
99,836
+15,500
| +18% | +$203K | 0.3% | 57 |
|
|
2019
Q2 | $1.19M | Buy |
84,336
+7,459
| +10% | +$105K | 0.26% | 61 |
|
|
2019
Q1 | $1.18M | Buy |
76,877
+44,931
| +141% | +$688K | 0.29% | 58 |
|
|
2018
Q4 | $422K | Buy |
31,946
+25,946
| +432% | +$343K | 0.12% | 96 |
|
|
2018
Q3 | $105K | Buy |
+6,000
| New | +$105K | 0.03% | 193 |
|
|
2015
Q1 | – | Sell |
-70
| Closed | -$2K | – | 467 |
|
|
2014
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 382 |
|