RPg Family Wealth Advisory’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,913
| Closed | -$38.1K | – | 280 |
|
|
2019
Q3 | $38.1K | Sell |
2,913
-900
| -24% | -$11.8K | 0.02% | 177 |
|
|
2019
Q2 | $53.7K | Sell |
3,813
-1,971
| -34% | -$27.8K | 0.03% | 159 |
|
|
2019
Q1 | $88.9K | Hold |
5,784
| – | – | 0.05% | 127 |
|
|
2018
Q4 | $76.4K | Buy |
5,784
+3,584
| +163% | +$47.3K | 0.07% | 83 |
|
|
2018
Q3 | $38.3K | Hold |
2,200
| – | – | 0.03% | 127 |
|
|
2018
Q2 | $38K | Buy |
+2,200
| New | +$38K | 0.03% | 125 |
|
|
2016
Q1 | – | Sell |
-5,400
| Closed | -$74.2K | – | 266 |
|
|
2015
Q4 | $74.2K | Buy |
+5,400
| New | +$74.2K | 0.07% | 74 |
|