Security National Trust’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-12,000
| Closed | -$154K | – | 473 |
|
2019
Q4 | $154K | Hold |
12,000
| – | – | 0.04% | 179 |
|
2019
Q3 | $157K | Hold |
12,000
| – | – | 0.05% | 172 |
|
2019
Q2 | $169K | Hold |
12,000
| – | – | 0.05% | 169 |
|
2019
Q1 | $184K | Hold |
12,000
| – | – | 0.06% | 158 |
|
2018
Q4 | $159K | Hold |
12,000
| – | – | 0.06% | 162 |
|
2018
Q3 | $209K | Hold |
12,000
| – | – | 0.07% | 155 |
|
2018
Q2 | $207K | Hold |
12,000
| – | – | 0.07% | 152 |
|
2018
Q1 | $171K | Hold |
12,000
| – | – | 0.06% | 172 |
|
2017
Q4 | $207K | Hold |
12,000
| – | – | 0.07% | 159 |
|
2017
Q3 | $208K | Hold |
12,000
| – | – | 0.07% | 166 |
|
2017
Q2 | $215K | Hold |
12,000
| – | – | 0.07% | 165 |
|
2017
Q1 | $237K | Hold |
12,000
| – | – | 0.08% | 159 |
|
2016
Q4 | $232K | Hold |
12,000
| – | – | 0.08% | 158 |
|
2016
Q3 | $201K | Hold |
12,000
| – | – | 0.07% | 166 |
|
2016
Q2 | $172K | Hold |
12,000
| – | – | 0.06% | 175 |
|
2016
Q1 | $86K | Hold |
12,000
| – | – | 0.03% | 229 |
|
2015
Q4 | $165K | Hold |
12,000
| – | – | 0.06% | 181 |
|
2015
Q3 | $250K | Hold |
12,000
| – | – | 0.1% | 156 |
|
2015
Q2 | $385K | Hold |
12,000
| – | – | 0.14% | 127 |
|
2015
Q1 | $380K | Hold |
12,000
| – | – | 0.14% | 133 |
|
2014
Q4 | $344K | Hold |
12,000
| – | – | 0.13% | 134 |
|
2014
Q3 | $370K | Hold |
12,000
| – | – | 0.15% | 122 |
|
2014
Q2 | $354K | Hold |
12,000
| – | – | 0.14% | 127 |
|
2014
Q1 | $281K | Hold |
12,000
| – | – | 0.11% | 148 |
|
2013
Q4 | $245K | Hold |
12,000
| – | – | 0.1% | 153 |
|
2013
Q3 | $197K | Hold |
12,000
| – | – | 0.09% | 162 |
|
2013
Q2 | $179K | Buy |
+12,000
| New | +$179K | 0.09% | 159 |
|