IWP
ETP
Icon Wealth Partners’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 |
-143,776
| Closed | -$3.2M | – | 279 |
|
|
2018
Q3 | $3.2M | Sell |
143,776
-3,310
| -2% | -$73.7K | 1.33% | 16 |
|
|
2018
Q2 | $2.8M | Sell |
147,086
-1,569
| -1% | -$29.9K | 1.18% | 15 |
|
|
2018
Q1 | $2.41M | Sell |
148,655
-5,152
| -3% | -$83.6K | 1.29% | 16 |
|
|
2017
Q4 | $2.76M | Buy |
+153,807
| New | +$2.76M | 1.37% | 11 |
|