Partnervest Advisory Services’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
Q3 | $239K | Buy |
44,039
+9,069
| +26% | +$49.2K | 0.08% | 205 |
|
|
2020
Q2 | $249K | Buy |
34,970
+5,923
| +20% | +$42.2K | 0.09% | 170 |
|
|
2020
Q1 | $134K | Buy |
29,047
+11,100
| +62% | +$51.2K | 0.06% | 188 |
|
|
2019
Q4 | $230K | Sell |
17,947
-6,100
| -25% | -$78.2K | 0.08% | 192 |
|
|
2019
Q3 | $315K | Sell |
24,047
-9,029
| -27% | -$118K | 0.11% | 162 |
|
|
2019
Q2 | $466K | Buy |
33,076
+1,700
| +5% | +$24K | 0.18% | 99 |
|
|
2019
Q1 | $482K | Buy |
31,376
+13,147
| +72% | +$202K | 0.2% | 93 |
|
|
2018
Q4 | $241K | Buy |
+18,229
| New | +$241K | 0.12% | 162 |
|
|
2014
Q3 | – | Sell |
-540
| Closed | -$16K | – | 343 |
|
|
2014
Q2 | $16K | Hold |
540
| – | – | 0.01% | 583 |
|
|
2014
Q1 | $13K | Sell |
540
-60
| -10% | -$1.44K | 0.01% | 593 |
|
|
2013
Q4 | $12K | Buy |
600
+400
| +200% | +$8K | 0.01% | 598 |
|
|
2013
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 886 |
|
|
2013
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 819 |
|