Reilly Financial Advisors’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $11K | Hold |
1,363
| – | – | ﹤0.01% | 694 |
|
|
2021
Q3 | $13K | Hold |
1,363
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $14K | Hold |
1,363
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $10K | Buy |
1,363
+1,000
| +275% | +$7.34K | ﹤0.01% | 696 |
|
|
2020
Q4 | $2K | Hold |
363
| – | – | ﹤0.01% | 793 |
|
|
2020
Q3 | $2K | Sell |
363
-763
| -68% | -$4.2K | ﹤0.01% | 745 |
|
|
2020
Q2 | $8K | Hold |
1,126
| – | – | ﹤0.01% | 626 |
|
|
2020
Q1 | $5K | Hold |
1,126
| – | – | ﹤0.01% | 676 |
|
|
2019
Q4 | $14K | Sell |
1,126
-1,000
| -47% | -$12.4K | ﹤0.01% | 567 |
|
|
2019
Q3 | $28K | Buy |
+2,126
| New | +$28K | ﹤0.01% | 446 |
|
|
2019
Q2 | – | Hold |
0
| – | -$37K | – | 428 |
|
|
2019
Q1 | – | Hold |
0
| – | -$28K | – | 399 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 422 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 999 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 989 |
|
|
2014
Q2 | – | Sell |
-2,734
| Closed | -$64K | – | 839 |
|
|
2014
Q1 | $64K | Buy |
+2,734
| New | +$64K | 0.02% | 236 |
|