Lehman Financial Resources’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,600
| Closed | -$74K | – | 146 |
|
|
2015
Q3 | $74K | Hold |
3,600
| – | – | 0.04% | 115 |
|
|
2015
Q2 | $115K | Hold |
3,600
| – | – | 0.06% | 78 |
|
|
2015
Q1 | $114K | Hold |
3,600
| – | – | 0.05% | 89 |
|
|
2014
Q4 | $103K | Sell |
3,600
-3,000
| -45% | -$85.8K | 0.05% | 95 |
|
|
2014
Q3 | $204K | Hold |
6,600
| – | – | 0.11% | 57 |
|
|
2014
Q2 | $195K | Hold |
6,600
| – | – | 0.09% | 59 |
|
|
2014
Q1 | $154K | Hold |
6,600
| – | – | 0.08% | 65 |
|
|
2013
Q4 | $135K | Hold |
6,600
| – | – | 0.08% | 71 |
|
|
2013
Q3 | $109K | Hold |
6,600
| – | – | 0.07% | 74 |
|
|
2013
Q2 | $99K | Buy |
+6,600
| New | +$99K | 0.07% | 72 |
|