Schwarz Dygos Wheeler Investment 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
Q3
Sell
-13,140
Closed -$140K 132
2021
Q2
$140K Hold
13,140
0.05% 129
2021
Q1
$101K Hold
13,140
0.04% 123
2020
Q4
$81K Hold
13,140
0.04% 111
2020
Q3
$71K Hold
13,140
0.04% 98
2020
Q2
$84K Buy
+13,140
New +$84K 0.05% 89