Meritage Portfolio 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 |
-158,249
| Closed | -$2.03M | – | 201 |
|
|
2019
Q4 | $2.03M | Sell |
158,249
-4,887
| -3% | -$62.7K | 0.18% | 171 |
|
|
2019
Q3 | $2.13M | Buy |
+163,136
| New | +$2.13M | 0.2% | 165 |
|
|
2014
Q1 | – | Sell |
-129,220
| Closed | -$2.64M | – | 200 |
|
|
2013
Q4 | $2.64M | Buy |
129,220
+1,500
| +1% | +$30.7K | 0.33% | 149 |
|
|
2013
Q3 | $2.1M | Buy |
+127,720
| New | +$2.1M | 0.27% | 162 |
|