LWM
Lyons Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,102
| Closed | -$318K | – | 53 |
|
|
2015
Q2 | $318K | Sell |
6,102
-1,575
| -21% | -$82.1K | 0.36% | 43 |
|
|
2015
Q1 | $429K | Buy |
7,677
+291
| +4% | +$16.3K | 0.47% | 38 |
|
|
2014
Q4 | $481K | Buy |
7,386
+15
| +0.2% | +$977 | 0.5% | 36 |
|
|
2014
Q3 | $472K | Buy |
7,371
+17
| +0.2% | +$1.09K | 0.5% | 40 |
|
|
2014
Q2 | $425K | Buy |
7,354
+326
| +5% | +$18.8K | 0.38% | 48 |
|
|
2014
Q1 | $379K | Buy |
7,028
+12
| +0.2% | +$647 | 0.33% | 45 |
|
|
2013
Q4 | $402K | Buy |
7,016
+621
| +10% | +$35.6K | 0.38% | 40 |
|
|
2013
Q3 | $333K | Buy |
6,395
+1,500
| +31% | +$78.1K | 0.3% | 30 |
|
|
2013
Q2 | $248K | Buy |
+4,895
| New | +$248K | 0.25% | 51 |
|