Inspirion Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-19,762
| Closed | -$731K | – | 64 |
|
|
2016
Q3 | $731K | Sell |
19,762
-1,150
| -5% | -$42.5K | 0.47% | 29 |
|
|
2016
Q2 | $796K | Sell |
20,912
-700
| -3% | -$26.6K | 0.52% | 26 |
|
|
2016
Q1 | $699K | Buy |
21,612
+700
| +3% | +$22.6K | 0.49% | 27 |
|
|
2015
Q4 | $705K | Sell |
20,912
-8,309
| -28% | -$280K | 0.52% | 26 |
|
|
2015
Q3 | $1.2M | Buy |
29,221
+13,280
| +83% | +$545K | 0.95% | 24 |
|
|
2015
Q2 | $832K | Buy |
15,941
+1,957
| +14% | +$102K | 0.62% | 24 |
|
|
2015
Q1 | $780K | Sell |
13,984
-1,750
| -11% | -$97.6K | 0.63% | 23 |
|
|
2014
Q4 | $1.02M | Buy |
+15,734
| New | +$1.02M | 0.95% | 23 |
|