Fortis Advisors’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
Q1 | – | Sell |
-12,794
| Closed | -$164K | – | 337 |
|
|
2019
Q4 | $164K | Hold |
12,794
| – | – | 0.1% | 145 |
|
|
2019
Q3 | $167K | Hold |
12,794
| – | – | 0.08% | 145 |
|
|
2019
Q2 | $180K | Sell |
12,794
-720
| -5% | -$10.1K | 0.09% | 125 |
|
|
2019
Q1 | $208K | Hold |
13,514
| – | – | 0.11% | 109 |
|
|
2018
Q4 | $179K | Hold |
13,514
| – | – | 0.11% | 101 |
|
|
2018
Q3 | $236K | Hold |
13,514
| – | – | 0.13% | 66 |
|
|
2018
Q2 | $233K | Hold |
13,514
| – | – | 0.13% | 65 |
|
|
2018
Q1 | $192K | Hold |
13,514
| – | – | 0.11% | 68 |
|
|
2017
Q4 | $233K | Hold |
13,514
| – | – | 0.14% | 62 |
|
|
2017
Q3 | $235K | Sell |
13,514
-1,209
| -8% | -$21K | 0.16% | 56 |
|
|
2017
Q2 | $264K | Hold |
14,723
| – | – | 0.21% | 56 |
|
|
2017
Q1 | $290K | Buy |
+14,723
| New | +$290K | 0.26% | 46 |
|