HWA
ETP
Heritage Wealth Advisors’s Energy Transfer Partners, L.P. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,300
| Closed | -$73K | – | 427 |
|
|
2018
Q3 | $73K | Sell |
3,300
-83,190
| -96% | -$1.84M | 0.01% | 172 |
|
|
2018
Q2 | $1.65M | Hold |
86,490
| – | – | 0.62% | 33 |
|
|
2018
Q1 | $1.4M | Buy |
86,490
+12,094
| +16% | +$196K | 0.58% | 37 |
|
|
2017
Q4 | $1.34M | Sell |
74,396
-1,644
| -2% | -$29.5K | 0.57% | 37 |
|
|
2017
Q3 | $1.39M | Buy |
76,040
+1,267
| +2% | +$23.1K | 0.7% | 32 |
|
|
2017
Q2 | $1.52M | Buy |
74,773
+31,266
| +72% | +$636K | 0.79% | 30 |
|
|
2017
Q1 | $1.07M | Buy |
+43,507
| New | +$1.07M | 0.57% | 38 |
|
|
2015
Q3 | – | Sell |
-33,324
| Closed | -$1.27M | – | 86 |
|
|
2015
Q2 | $1.27M | Buy |
33,324
+1,027
| +3% | +$39.1K | 1.05% | 16 |
|
|
2015
Q1 | $1.34M | Buy |
32,297
+9,807
| +44% | +$405K | 1.1% | 15 |
|
|
2014
Q4 | $937K | Buy |
22,490
+956
| +4% | +$39.8K | 0.84% | 22 |
|
|
2014
Q3 | $1.04M | Buy |
21,534
+476
| +2% | +$22.9K | 1.08% | 16 |
|
|
2014
Q2 | $993K | Buy |
21,058
+10,573
| +101% | +$499K | 1.06% | 17 |
|
|
2014
Q1 | $953K | Sell |
10,485
-1,372
| -12% | -$125K | 1.1% | 15 |
|
|
2013
Q4 | $894K | Buy |
+11,857
| New | +$894K | 1.13% | 14 |
|