Fiduciary Financial Services of The Southwest’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	$5.64M	Sell	439,753 -6,944	-2%	-$89.1K	1.48%	25
2019 Q3	$5.84M	Sell	446,697 -8,122	-2%	-$106K	1.56%	23
2019 Q2	$6.4M	Sell	454,819 -3,774	-0.8%	-$53.1K	1.81%	14
2019 Q1	$7.05M	Sell	458,593 -1,677	-0.4%	-$25.8K	2.05%	11
2018 Q4	$6.08M	Buy	460,270 +381,814	+487%	+$5.04M	1.92%	13
2018 Q3	$1.37M	Hold	78,456	–	–	0.38%	67
2018 Q2	$1.35M	Hold	78,456	–	–	0.41%	66
2018 Q1	$1.12M	Sell	78,456 -200	-0.3%	-$2.84K	0.34%	76
2017 Q4	$1.36M	Sell	78,656 -2,200	-3%	-$38K	0.4%	75
2017 Q3	$1.41M	Sell	80,856 -200	-0.2%	-$3.48K	0.42%	72
2017 Q2	$1.46M	Sell	81,056 -400	-0.5%	-$7.19K	0.45%	69
2017 Q1	$1.61M	Hold	81,456	–	–	0.51%	66
2016 Q4	$1.57M	Hold	81,456	–	–	0.52%	61
2016 Q3	$1.37M	Sell	81,456 -400	-0.5%	-$6.72K	0.44%	70
2016 Q2	$1.18M	Sell	81,856 -810	-1%	-$11.6K	0.38%	71
2016 Q1	$589K	Sell	82,666 -30,104	-27%	-$214K	0.21%	106
2015 Q4	$1.55M	Sell	112,770 -630	-0.6%	-$8.65K	0.55%	53
2015 Q3	$2.36M	Buy	113,400 +500	+0.4%	+$10.4K	0.83%	39
2015 Q2	$3.62M	Buy	112,900 +660	+0.6%	+$21.2K	1.12%	25
2015 Q1	$3.56M	Hold	112,240	–	–	1.04%	27
2014 Q4	$3.22M	Buy	112,240 +4,910	+5%	+$141K	0.92%	33
2014 Q3	$3.31M	Sell	107,330 -2,740	-2%	-$84.5K	0.94%	34
2014 Q2	$3.24M	Buy	110,070 +470	+0.4%	+$13.9K	0.91%	32
2014 Q1	$2.56M	Hold	109,600	–	–	0.77%	46
2013 Q4	$2.24M	Sell	109,600 -480	-0.4%	-$9.81K	0.7%	53
2013 Q3	$1.81M	Hold	110,080	–	–	0.6%	59
2013 Q2	$1.65M	Buy	+110,080	New	+$1.65M	0.55%	62