Jacobus Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$507K Hold
2017
Q2
$524K Hold
2017
Q1
$575K Hold
2016
Q4
$563K Buy
2016
Q3
$480K Hold
2016
Q2
$411K Sell
2016
Q1
$480K Hold
2015
Q4
$926K Hold
2015
Q3
$1.4M Hold
2015
Q2
$2.16M Sell
2015
Q1
$2.25M Sell
2014
Q4
$2.19M Sell
2014
Q3
$2.51M Sell
2014
Q2
$2.71M Sell
2014
Q1
$2.38M Buy
2013
Q4
$1.88M Hold
2013
Q3
$1.51M Hold
2013
Q2
$1.37M Buy