Gerber Kawasaki Wealth & Investment Management’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 |
-184,375
| Closed | -$6.69M | – | 134 |
|
2017
Q1 | $6.69M | Buy |
184,375
+22,453
| +14% | +$815K | 2.88% | 10 |
|
2016
Q4 | $5.8M | Sell |
161,922
-22,623
| -12% | -$810K | 3.06% | 9 |
|
2016
Q3 | $6.83M | Buy |
184,545
+14,372
| +8% | +$532K | 3.96% | 4 |
|
2016
Q2 | $6.48M | Buy |
170,173
+136,758
| +409% | +$5.21M | 4.09% | 7 |
|
2016
Q1 | $1.08M | Buy |
33,415
+27,250
| +442% | +$881K | 0.75% | 29 |
|
2015
Q4 | $207K | Buy |
+6,165
| New | +$207K | 0.14% | 77 |
|