Financial Architects (New Jersey)’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-6,298
Closed -$45K 423
2020
Q2
$45K Hold
6,298
0.01% 434
2020
Q1
$29K Buy
6,298
+1,265
+25% +$13.5K 0.01% 454
2019
Q4
$65K Sell
5,033
-23,777
-83% -$293K 0.01% 387
2019
Q3
$377K Sell
28,810
-974
-3% -$13.6K 0.09% 166
2019
Q2
$419K Buy
29,784
+2,662
+10% +$39.4K 0.08% 167
2019
Q1
$417K Sell
27,122
-1,000
-4% -$14.9K 0.07% 187
2018
Q4
$371K Buy
28,122
+26,322
+1,462% +$400K 0.07% 182
2018
Q3
$31K Sell
1,800
-1,100
-38% -$19.5K 0.01% 792
2018
Q2
$50K Hold
2,900
0.01% 570
2018
Q1
$41K Hold
2,900
0.01% 669
2017
Q4
$50K Buy
2,900
+100
+4% +$1.7K 0.01% 680
2017
Q3
$49K Buy
2,800
+900
+47% +$15.7K 0.01% 691
2017
Q2
$34K Buy
1,900
+700
+58% +$12.5K 0.01% 803
2017
Q1
$24K Hold
1,200
﹤0.01% 881
2016
Q4
$23K Hold
1,200
0.01% 804
2016
Q3
$20K Sell
1,200
-2,900
-71% -$49K 0.01% 844
2016
Q2
$59K Buy
4,100
+2,900
+242% +$34.6K 0.02% 501
2016
Q1
$9K Buy
+1,200
New +$9.42K ﹤0.01% 777
2015
Q3
Sell
-1,040
Closed -$33K 436
2015
Q2
$33K Hold
1,040
0.01% 519
2015
Q1
$33K Buy
1,040
+828
+391% +$24.5K 0.01% 469
2014
Q4
$6K Sell
212
-1,200
-85% -$34.6K ﹤0.01% 788
2014
Q3
$44K Buy
1,412
+212
+18% +$6.22K 0.02% 328
2014
Q2
$35K Buy
+1,200
New +$30.3K 0.02% 381

Other funds holding ET