Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,337
| Closed | -$51K | – | 408 |
|
|
2015
Q2 | $51K | Buy |
1,337
+13
| +1% | +$496 | 0.02% | 65 |
|
|
2015
Q1 | $55K | Buy |
1,324
+12
| +0.9% | +$498 | 0.02% | 77 |
|
|
2014
Q4 | $55K | Buy |
1,312
+10
| +0.8% | +$419 | 0.02% | 76 |
|
|
2014
Q3 | $63K | Buy |
+1,302
| New | +$63K | 0.03% | 67 |
|
|
2014
Q1 | – | Sell |
-1,272
| Closed | -$48K | – | 365 |
|
|
2013
Q4 | $48K | Buy |
+1,272
| New | +$48K | 0.03% | 66 |
|