Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,277
| Closed | -$173K | – | 456 |
|
|
2016
Q3 | $173K | Buy |
10,277
+105
| +1% | +$1.77K | 0.06% | 248 |
|
|
2016
Q2 | $146K | Buy |
10,172
+643
| +7% | +$9.23K | 0.06% | 258 |
|
|
2016
Q1 | $68K | Buy |
9,529
+248
| +3% | +$1.77K | 0.03% | 340 |
|
|
2015
Q4 | $128K | Buy |
9,281
+90
| +1% | +$1.24K | 0.06% | 251 |
|
|
2015
Q3 | $191K | Sell |
9,191
-229
| -2% | -$4.76K | 0.08% | 188 |
|
|
2015
Q2 | $302K | Buy |
9,420
+328
| +4% | +$10.5K | 0.12% | 141 |
|
|
2015
Q1 | $288K | Buy |
+9,092
| New | +$288K | 0.12% | 138 |
|