IBEX Wealth Advisors’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
Q4 | – | Sell |
-192
| Closed | -$2K | – | 262 |
|
|
2021
Q3 | $2K | Buy |
+192
| New | +$2K | ﹤0.01% | 427 |
|
|
2019
Q3 | – | Sell |
-110,533
| Closed | -$1.56M | – | 149 |
|
|
2019
Q2 | $1.56M | Buy |
110,533
+7,896
| +8% | +$111K | 0.45% | 92 |
|
|
2019
Q1 | $1.58M | Buy |
102,637
+75,509
| +278% | +$1.16M | 0.55% | 77 |
|
|
2018
Q4 | $358K | Sell |
27,128
-13,563
| -33% | -$179K | 0.16% | 69 |
|
|
2018
Q3 | $736K | Sell |
40,691
-7,676
| -16% | -$139K | 0.26% | 77 |
|
|
2018
Q2 | $685K | Buy |
+48,367
| New | +$685K | 0.27% | 80 |
|
|
2017
Q4 | – | Sell |
-41,461
| Closed | -$742K | – | 100 |
|
|
2017
Q3 | $742K | Sell |
41,461
-1,274
| -3% | -$22.8K | 0.27% | 86 |
|
|
2017
Q2 | $762K | Buy |
+42,735
| New | +$762K | 0.3% | 85 |
|
|
2017
Q1 | – | Sell |
-4,606
| Closed | -$83K | – | 167 |
|
|
2016
Q4 | $83K | Buy |
+4,606
| New | +$83K | 0.04% | 152 |
|