Joel Isaacson & Co’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,948
| Closed | -$285K | – | 222 |
|
|
2018
Q4 | $285K | Buy |
+18,948
| New | +$285K | 0.05% | 185 |
|
|
2017
Q1 | – | Sell |
-6,016
| Closed | -$116K | – | 285 |
|
|
2016
Q4 | $116K | Hold |
6,016
| – | – | 0.02% | 211 |
|
|
2016
Q3 | $101K | Hold |
6,016
| – | – | 0.02% | 237 |
|
|
2016
Q2 | $86K | Sell |
6,016
-1,250
| -17% | -$17.9K | 0.02% | 252 |
|
|
2016
Q1 | $52K | Hold |
7,266
| – | – | 0.01% | 323 |
|
|
2015
Q4 | $100K | Hold |
7,266
| – | – | 0.02% | 231 |
|
|
2015
Q3 | $151K | Hold |
7,266
| – | – | 0.04% | 178 |
|
|
2015
Q2 | $233K | Sell |
7,266
-750
| -9% | -$24.1K | 0.06% | 146 |
|
|
2015
Q1 | $254K | Hold |
8,016
| – | – | 0.06% | 137 |
|
|
2014
Q4 | $230K | Hold |
8,016
| – | – | 0.06% | 136 |
|
|
2014
Q3 | $247K | Hold |
8,016
| – | – | 0.08% | 107 |
|
|
2014
Q2 | $236K | Hold |
8,016
| – | – | 0.07% | 109 |
|
|
2014
Q1 | $187K | Hold |
8,016
| – | – | 0.06% | 128 |
|
|
2013
Q4 | $164K | Hold |
8,016
| – | – | 0.06% | 132 |
|
|
2013
Q3 | $132K | Sell |
8,016
-2,000
| -20% | -$32.9K | 0.05% | 143 |
|
|
2013
Q2 | $150K | Buy |
+10,016
| New | +$150K | 0.07% | 115 |
|