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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,214
| Closed | -$249K | – | 413 |
|
|
2018
Q3 | $249K | Sell |
11,214
-378
| -3% | -$8.39K | 0.06% | 322 |
|
|
2018
Q2 | $220K | Buy |
11,592
+309
| +3% | +$5.86K | 0.06% | 347 |
|
|
2018
Q1 | $183K | Buy |
+11,283
| New | +$183K | 0.06% | 333 |
|
|
2017
Q4 | – | Sell |
-10,411
| Closed | -$190K | – | 364 |
|
|
2017
Q3 | $190K | Sell |
10,411
-503
| -5% | -$9.18K | 0.06% | 292 |
|
|
2017
Q2 | $222K | Buy |
+10,914
| New | +$222K | 0.08% | 259 |
|