Global Wealth Management Investment Advisory’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,243
| Closed | -$8K | – | 477 |
|
2020
Q4 | $8K | Buy |
1,243
+34
| +3% | +$219 | ﹤0.01% | 298 |
|
2020
Q3 | $7K | Buy |
1,209
+53
| +5% | +$307 | ﹤0.01% | 300 |
|
2020
Q2 | $8K | Buy |
1,156
+48
| +4% | +$332 | ﹤0.01% | 373 |
|
2020
Q1 | $5K | Sell |
1,108
-2,162
| -66% | -$9.76K | ﹤0.01% | 406 |
|
2019
Q4 | $42K | Buy |
3,270
+27
| +0.8% | +$347 | 0.02% | 192 |
|
2019
Q3 | $42K | Buy |
3,243
+24
| +0.7% | +$311 | 0.02% | 180 |
|
2019
Q2 | $45K | Buy |
3,219
+1,031
| +47% | +$14.4K | 0.02% | 179 |
|
2019
Q1 | $34K | Hold |
2,188
| – | – | 0.02% | 247 |
|
2018
Q4 | $29K | Buy |
+2,188
| New | +$29K | 0.02% | 258 |
|