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Meritage Portfolio Management’s Energy Transfer Partners ET Stock Holding History

Meritage Portfolio Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-158,249
Closed -$2.03M – 201
2019
Q4 		$2.03M Sell
158,249
-4,887
-3% -$60.2K 0.18% 171
2019
Q3 		$2.13M Buy
+163,136
New +$2.27M 0.2% 165
2014
Q1 		– Sell
-129,220
Closed -$2.64M – 200
2013
Q4 		$2.64M Buy
129,220
+1,500
+1% +$27K 0.33% 149
2013
Q3 		$2.1M Buy
+127,720
New +$2.03M 0.27% 162

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