Klingman & Associates’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,589
| Closed | -$202K | – | 262 |
|
|
2024
Q3 | $202K | Hold |
12,589
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $204K | Buy |
+12,589
| New | +$204K | 0.01% | 241 |
|
|
2016
Q3 | – | Sell |
-2,900
| Closed | -$42K | – | 375 |
|
|
2016
Q2 | $42K | Hold |
2,900
| – | – | 0.01% | 205 |
|
|
2016
Q1 | $21K | Buy |
+2,900
| New | +$21K | 0.01% | 247 |
|
|
2015
Q4 | – | Sell |
-2,400
| Closed | -$49K | – | 408 |
|
|
2015
Q3 | $49K | Hold |
2,400
| – | – | 0.02% | 209 |
|
|
2015
Q2 | $77K | Hold |
2,400
| – | – | 0.03% | 154 |
|
|
2015
Q1 | $76K | Hold |
2,400
| – | – | 0.03% | 148 |
|
|
2014
Q4 | $68K | Buy |
+2,400
| New | +$68K | 0.03% | 158 |
|