EWM
Evercore Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,491
| Closed | -$159K | – | 427 |
|
|
2023
Q4 | $159K | Buy |
+11,491
| New | +$159K | ﹤0.01% | 414 |
|
|
2022
Q2 | – | Sell |
-106,043
| Closed | -$1.19M | – | 405 |
|
|
2022
Q1 | $1.19M | Buy |
+106,043
| New | +$1.19M | 0.02% | 207 |
|
|
2021
Q2 | – | Sell |
-12,852
| Closed | -$99K | – | 429 |
|
|
2021
Q1 | $99K | Buy |
+12,852
| New | +$99K | ﹤0.01% | 426 |
|
|
2020
Q4 | – | Sell |
-27,289
| Closed | -$148K | – | 422 |
|
|
2020
Q3 | $148K | Hold |
27,289
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $194K | Sell |
27,289
-39,850
| -59% | -$283K | 0.01% | 368 |
|
|
2020
Q1 | $309K | Buy |
67,139
+3,850
| +6% | +$17.7K | 0.01% | 292 |
|
|
2019
Q4 | $812K | Sell |
63,289
-2,000
| -3% | -$25.7K | 0.02% | 230 |
|
|
2019
Q3 | $854K | Sell |
65,289
-9,637
| -13% | -$126K | 0.03% | 225 |
|
|
2019
Q2 | $1.06M | Sell |
74,926
-5,120
| -6% | -$72.1K | 0.03% | 200 |
|
|
2019
Q1 | $1.23M | Buy |
80,046
+34,948
| +77% | +$537K | 0.04% | 177 |
|
|
2018
Q4 | $596K | Buy |
+45,098
| New | +$596K | 0.02% | 237 |
|
|
2018
Q1 | – | Sell |
-8,000
| Closed | -$138K | – | 481 |
|
|
2017
Q4 | $138K | Hold |
8,000
| – | – | 0.01% | 415 |
|
|
2017
Q3 | $139K | Hold |
8,000
| – | – | 0.01% | 411 |
|
|
2017
Q2 | $144K | Hold |
8,000
| – | – | 0.01% | 410 |
|
|
2017
Q1 | $158K | Sell |
8,000
-3,600
| -31% | -$71.1K | 0.01% | 407 |
|
|
2016
Q4 | $224K | Hold |
11,600
| – | – | 0.01% | 344 |
|
|
2016
Q3 | $195K | Sell |
11,600
-200
| -2% | -$3.36K | 0.01% | 379 |
|
|
2016
Q2 | $170K | Sell |
11,800
-20,063
| -63% | -$289K | 0.01% | 385 |
|
|
2016
Q1 | $227K | Sell |
31,863
-21,250
| -40% | -$151K | 0.01% | 333 |
|
|
2015
Q4 | $730K | Buy |
53,113
+40,263
| +313% | +$553K | 0.03% | 213 |
|
|
2015
Q3 | $267K | Buy |
12,850
+6,425
| +100% | +$134K | 0.01% | 341 |
|
|
2015
Q2 | $412K | Hold |
6,425
| – | – | 0.02% | 297 |
|
|
2015
Q1 | $407K | Hold |
6,425
| – | – | 0.02% | 306 |
|
|
2014
Q4 | $370K | Sell |
6,425
-15,800
| -71% | -$910K | 0.02% | 287 |
|
|
2014
Q3 | $1.37M | Sell |
22,225
-15,475
| -41% | -$955K | 0.07% | 162 |
|
|
2014
Q2 | $2.22M | Buy |
37,700
+1,800
| +5% | +$106K | 0.11% | 133 |
|
|
2014
Q1 | $1.68M | Buy |
35,900
+20,050
| +126% | +$938K | 0.09% | 144 |
|
|
2013
Q4 | $1.3M | Hold |
15,850
| – | – | 0.07% | 167 |
|
|
2013
Q3 | $1.04M | Buy |
15,850
+14,700
| +1,278% | +$967K | 0.06% | 211 |
|
|
2013
Q2 | $69K | Buy |
+1,150
| New | +$69K | ﹤0.01% | 526 |
|