Forvis Mazars Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,800
| Closed | -$444K | – | 203 |
|
|
2015
Q3 | $444K | Hold |
10,800
| – | – | 0.08% | 110 |
|
|
2015
Q2 | $564K | Hold |
10,800
| – | – | 0.08% | 96 |
|
|
2015
Q1 | $602K | Hold |
10,800
| – | – | 0.09% | 98 |
|
|
2014
Q4 | $702K | Hold |
10,800
| – | – | 0.11% | 85 |
|
|
2014
Q3 | $691K | Hold |
10,800
| – | – | 0.12% | 79 |
|
|
2014
Q2 | $626K | Sell |
10,800
-791
| -7% | -$45.8K | 0.11% | 84 |
|
|
2014
Q1 | $623K | Buy |
11,591
+12
| +0.1% | +$645 | 0.11% | 92 |
|
|
2013
Q4 | $663K | Buy |
11,579
+12
| +0.1% | +$687 | 0.12% | 91 |
|
|
2013
Q3 | $602K | Buy |
+11,567
| New | +$602K | 0.12% | 95 |
|