Plancorp LLC’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
Q1 | – | Sell |
-12,415
| Closed | -$445K | – | 176 |
|
|
2016
Q4 | $445K | Hold |
12,415
| – | – | 0.13% | 101 |
|
|
2016
Q3 | $459K | Buy |
12,415
+1,000
| +9% | +$37K | 0.29% | 57 |
|
|
2016
Q2 | $435K | Buy |
+11,415
| New | +$435K | 0.39% | 38 |
|
|
2015
Q4 | – | Sell |
-11,415
| Closed | -$469K | – | 101 |
|
|
2015
Q3 | $469K | Hold |
11,415
| – | – | 0.43% | 52 |
|
|
2015
Q2 | $596K | Buy |
11,415
+4,415
| +63% | +$231K | 0.55% | 35 |
|
|
2015
Q1 | $390K | Buy |
+7,000
| New | +$390K | 0.39% | 60 |
|