LPWM
Lake Point Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $171K | Buy |
17,177
+4,176
| +32% | +$41.6K | 0.1% | 36 |
|
|
2022
Q1 | $145K | Sell |
13,001
-6,325
| -33% | -$70.5K | 0.07% | 32 |
|
|
2021
Q4 | $159K | Sell |
19,326
-674
| -3% | -$5.55K | 0.07% | 35 |
|
|
2021
Q3 | $192K | Hold |
20,000
| – | – | 0.09% | 31 |
|
|
2021
Q2 | $213K | Buy |
+20,000
| New | +$213K | 0.1% | 28 |
|
|
2020
Q1 | $69K | Hold |
15,000
| – | – | 0.06% | 35 |
|
|
2019
Q4 | $192K | Buy |
+15,000
| New | +$192K | 0.06% | 50 |
|
|
2019
Q2 | $4K | Hold |
261
| – | – | ﹤0.01% | 451 |
|
|
2019
Q1 | $4K | Buy |
261
+5
| +2% | +$77 | ﹤0.01% | 451 |
|
|
2018
Q4 | $3K | Buy |
+256
| New | +$3K | ﹤0.01% | 625 |
|