Loudon Investment Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33,635
| Closed | -$432K | – | 81 |
|
|
2019
Q4 | $432K | Hold |
33,635
| – | – | 0.34% | 66 |
|
|
2019
Q3 | $440K | Hold |
33,635
| – | – | 0.37% | 62 |
|
|
2019
Q2 | $474K | Sell |
33,635
-256
| -0.8% | -$3.61K | 0.4% | 60 |
|
|
2019
Q1 | $521K | Hold |
33,891
| – | – | 0.46% | 57 |
|
|
2018
Q4 | $448K | Buy |
33,891
+7,413
| +28% | +$98K | 0.43% | 63 |
|
|
2018
Q3 | $589K | Hold |
26,478
| – | – | 0.47% | 57 |
|
|
2018
Q2 | $504K | Hold |
26,478
| – | – | 0.4% | 59 |
|
|
2018
Q1 | $429K | Buy |
26,478
+200
| +0.8% | +$3.24K | 0.34% | 63 |
|
|
2017
Q4 | $471K | Sell |
26,278
-700
| -3% | -$12.5K | 0.36% | 60 |
|
|
2017
Q3 | $493K | Buy |
+26,978
| New | +$493K | 0.39% | 56 |
|