Edge Wealth Management’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
Q1 | – | Sell |
-929
| Closed | -$33K | – | 559 |
|
|
2016
Q4 | $33K | Hold |
929
| – | – | 0.01% | 224 |
|
|
2016
Q3 | $34K | Sell |
929
-95
| -9% | -$3.48K | 0.01% | 218 |
|
|
2016
Q2 | $39K | Sell |
1,024
-86
| -8% | -$3.28K | 0.02% | 193 |
|
|
2016
Q1 | $36K | Sell |
1,110
-784
| -41% | -$25.4K | 0.02% | 193 |
|
|
2015
Q4 | $63K | Sell |
1,894
-12,242
| -87% | -$407K | 0.02% | 168 |
|
|
2015
Q3 | $553K | Buy |
14,136
+5,100
| +56% | +$200K | 0.21% | 63 |
|
|
2015
Q2 | $472K | Buy |
9,036
+6,268
| +226% | +$327K | 0.16% | 66 |
|
|
2015
Q1 | $132K | Sell |
2,768
-471
| -15% | -$22.5K | 0.04% | 120 |
|
|
2014
Q4 | $212K | Buy |
+3,239
| New | +$212K | 0.08% | 100 |
|