Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,502
| Closed | -$200K | – | 316 |
|
|
2017
Q1 | $200K | Sell |
5,502
-125
| -2% | -$4.54K | 0.08% | 255 |
|
|
2016
Q4 | $201K | Sell |
5,627
-433
| -7% | -$15.5K | 0.09% | 228 |
|
|
2016
Q3 | $224K | Buy |
6,060
+37
| +0.6% | +$1.37K | 0.11% | 214 |
|
|
2016
Q2 | $229K | Sell |
6,023
-13,449
| -69% | -$511K | 0.11% | 208 |
|
|
2016
Q1 | $630K | Sell |
19,472
-1,028
| -5% | -$33.3K | 0.32% | 82 |
|
|
2015
Q4 | $691K | Buy |
+20,500
| New | +$691K | 0.36% | 81 |
|