FRG Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,076
| Closed | -$359K | – | 137 |
|
|
2017
Q1 | $359K | Buy |
10,076
+450
| +5% | +$16K | 0.14% | 109 |
|
|
2016
Q4 | $345K | Hold |
9,626
| – | – | 0.14% | 108 |
|
|
2016
Q3 | $356K | Hold |
9,626
| – | – | 0.16% | 103 |
|
|
2016
Q2 | $366K | Hold |
9,626
| – | – | 0.17% | 103 |
|
|
2016
Q1 | $300K | Hold |
9,626
| – | – | 0.15% | 107 |
|
|
2015
Q4 | $325K | Buy |
+9,626
| New | +$325K | 0.16% | 103 |
|