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RPg Family Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

RPg Family Wealth Advisory’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,913
Closed -$38.1K – 280
2019
Q3 		$38.1K Sell
2,913
-900
-24% -$12.5K 0.02% 177
2019
Q2 		$53.7K Sell
3,813
-1,971
-34% -$29.2K 0.03% 159
2019
Q1 		$88.9K Hold
5,784
– – 0.05% 127
2018
Q4 		$76.4K Buy
5,784
+3,584
+163% +$54.4K 0.07% 83
2018
Q3 		$38.3K Hold
2,200
– – 0.03% 127
2018
Q2 		$38K Buy
+2,200
New +$36.1K 0.03% 125
2016
Q1 		– Sell
-5,400
Closed -$74.2K – 266
2015
Q4 		$74.2K Buy
+5,400
New +$101K 0.07% 74

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