Financial Architects (New Jersey)’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,298
| Closed | -$45K | – | 422 |
|
|
2020
Q2 | $45K | Hold |
6,298
| – | – | 0.01% | 433 |
|
|
2020
Q1 | $29K | Buy |
6,298
+1,265
| +25% | +$5.83K | 0.01% | 453 |
|
|
2019
Q4 | $65K | Sell |
5,033
-23,777
| -83% | -$307K | 0.01% | 387 |
|
|
2019
Q3 | $377K | Sell |
28,810
-974
| -3% | -$12.7K | 0.09% | 166 |
|
|
2019
Q2 | $419K | Buy |
29,784
+2,662
| +10% | +$37.4K | 0.08% | 165 |
|
|
2019
Q1 | $417K | Sell |
27,122
-1,000
| -4% | -$15.4K | 0.07% | 183 |
|
|
2018
Q4 | $371K | Buy |
28,122
+26,322
| +1,462% | +$347K | 0.07% | 177 |
|
|
2018
Q3 | $31K | Sell |
1,800
-1,100
| -38% | -$18.9K | 0.01% | 679 |
|
|
2018
Q2 | $50K | Hold |
2,900
| – | – | 0.01% | 570 |
|
|
2018
Q1 | $41K | Hold |
2,900
| – | – | 0.01% | 589 |
|
|
2017
Q4 | $50K | Buy |
2,900
+100
| +4% | +$1.72K | 0.01% | 597 |
|
|
2017
Q3 | $49K | Buy |
2,800
+900
| +47% | +$15.8K | 0.01% | 619 |
|
|
2017
Q2 | $34K | Buy |
1,900
+700
| +58% | +$12.5K | 0.01% | 710 |
|
|
2017
Q1 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 791 |
|
|
2016
Q4 | $23K | Hold |
1,200
| – | – | 0.01% | 795 |
|
|
2016
Q3 | $20K | Sell |
1,200
-2,900
| -71% | -$48.3K | 0.01% | 835 |
|
|
2016
Q2 | $59K | Buy |
4,100
+2,900
| +242% | +$41.7K | 0.02% | 499 |
|
|
2016
Q1 | $9K | Buy |
+1,200
| New | +$9K | ﹤0.01% | 759 |
|
|
2015
Q3 | – | Sell |
-1,040
| Closed | -$33K | – | 423 |
|
|
2015
Q2 | $33K | Hold |
1,040
| – | – | 0.01% | 508 |
|
|
2015
Q1 | $33K | Buy |
1,040
+828
| +391% | +$26.3K | 0.01% | 467 |
|
|
2014
Q4 | $6K | Sell |
212
-1,200
| -85% | -$34K | ﹤0.01% | 774 |
|
|
2014
Q3 | $44K | Buy |
1,412
+212
| +18% | +$6.61K | 0.02% | 327 |
|
|
2014
Q2 | $35K | Buy |
+1,200
| New | +$35K | 0.02% | 379 |
|