Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,889
| Closed | -$726K | – | 748 |
|
|
2017
Q1 | $726K | Sell |
19,889
-751
| -4% | -$27.4K | 0.31% | 59 |
|
|
2016
Q4 | $739K | Sell |
20,640
-364
| -2% | -$13K | 0.34% | 50 |
|
|
2016
Q3 | $777K | Sell |
21,004
-175
| -0.8% | -$6.47K | 0.36% | 52 |
|
|
2016
Q2 | $807K | Sell |
21,179
-1,244
| -6% | -$47.4K | 0.39% | 46 |
|
|
2016
Q1 | $725K | Sell |
22,423
-1,416
| -6% | -$45.8K | 0.35% | 53 |
|
|
2015
Q4 | $804K | Buy |
+23,839
| New | +$804K | 0.36% | 54 |
|