Lenox Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $19K | Buy |
1,693
+375
| +28% | +$4.21K | ﹤0.01% | 387 |
|
|
2021
Q4 | $11K | Hold |
1,318
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $13K | Hold |
1,318
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $14K | Hold |
1,318
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $10K | Hold |
1,318
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $8K | Hold |
1,318
| – | – | ﹤0.01% | 449 |
|
|
2020
Q3 | $7K | Hold |
1,318
| – | – | ﹤0.01% | 407 |
|
|
2020
Q2 | $9K | Hold |
1,318
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $6K | Hold |
1,318
| – | – | ﹤0.01% | 399 |
|
|
2019
Q4 | $17K | Sell |
1,318
-7,469
| -85% | -$96.3K | ﹤0.01% | 359 |
|
|
2019
Q3 | $115K | Buy |
+8,787
| New | +$115K | 0.02% | 102 |
|
|
2014
Q1 | – | Sell |
-8,520
| Closed | -$174K | – | 235 |
|
|
2013
Q4 | $174K | Buy |
+8,520
| New | +$174K | 0.12% | 26 |
|