Institute for Wealth Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,140
| Closed | -$72K | – | 420 |
|
|
2020
Q2 | $72K | Hold |
10,140
| – | – | 0.02% | 422 |
|
|
2020
Q1 | $47K | Sell |
10,140
-423
| -4% | -$1.96K | 0.01% | 393 |
|
|
2019
Q4 | $136K | Sell |
10,563
-2,145
| -17% | -$27.6K | 0.03% | 450 |
|
|
2019
Q3 | $166K | Sell |
12,708
-1,692
| -12% | -$22.1K | 0.04% | 400 |
|
|
2019
Q2 | $203K | Buy |
14,400
+450
| +3% | +$6.34K | 0.04% | 433 |
|
|
2019
Q1 | $214K | Hold |
13,950
| – | – | 0.05% | 402 |
|
|
2018
Q4 | $184K | Buy |
+13,950
| New | +$184K | 0.08% | 244 |
|