Lee Financial’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 |
-6,462
| Closed | -$144K | – | 503 |
|
|
2018
Q3 | $144K | Sell |
6,462
-12,244
| -65% | -$273K | 0.04% | 145 |
|
|
2018
Q2 | $356K | Sell |
18,706
-6,050
| -24% | -$115K | 0.08% | 104 |
|
|
2018
Q1 | $402K | Buy |
24,756
+16,944
| +217% | +$275K | 0.1% | 98 |
|
|
2017
Q4 | $140K | Sell |
7,812
-10,400
| -57% | -$186K | 0.04% | 131 |
|
|
2017
Q3 | $333K | Hold |
18,212
| – | – | 0.11% | 89 |
|
|
2017
Q2 | $371K | Buy |
+18,212
| New | +$371K | 0.14% | 88 |
|