EWM
ETP
Edge Wealth Management’s Energy Transfer Partners, L.P. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-47,335
| Closed | -$1.05M | – | 647 |
|
|
2018
Q3 | $1.05M | Buy |
47,335
+22,688
| +92% | +$505K | 0.25% | 57 |
|
|
2018
Q2 | $469K | Sell |
24,647
-765
| -3% | -$14.6K | 0.12% | 103 |
|
|
2018
Q1 | $412K | Buy |
25,412
+14,377
| +130% | +$233K | 0.11% | 95 |
|
|
2017
Q4 | $197K | Sell |
11,035
-10,365
| -48% | -$185K | 0.06% | 130 |
|
|
2017
Q3 | $392K | Buy |
+21,400
| New | +$392K | 0.12% | 94 |
|
|
2017
Q1 | – | Sell |
-600
| Closed | -$14K | – | 547 |
|
|
2016
Q4 | $14K | Hold |
600
| – | – | 0.01% | 307 |
|
|
2016
Q3 | $17K | Hold |
600
| – | – | 0.01% | 284 |
|
|
2016
Q2 | $17K | Buy |
+600
| New | +$17K | 0.01% | 265 |
|