Integrated Wealth Management’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 |
-1,951
| Closed | -$72K | – | 1294 |
|
2016
Q3 | $72K | Buy |
1,951
+115
| +6% | +$4.24K | 0.03% | 358 |
|
2016
Q2 | $70K | Sell |
1,836
-102
| -5% | -$3.89K | 0.03% | 353 |
|
2016
Q1 | $63K | Sell |
1,938
-363
| -16% | -$11.8K | 0.03% | 352 |
|
2015
Q4 | $78K | Sell |
2,301
-143
| -6% | -$4.85K | 0.03% | 324 |
|
2015
Q3 | $101K | Buy |
2,444
+1,012
| +71% | +$41.8K | 0.04% | 266 |
|
2015
Q2 | $75K | Buy |
1,432
+669
| +88% | +$35K | 0.03% | 319 |
|
2015
Q1 | $42K | Buy |
+763
| New | +$42K | 0.02% | 419 |
|