SWM
Selective Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,092
| Closed | -$34K | – | 292 |
|
|
2022
Q3 | $34K | Hold |
3,092
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $31K | Buy |
3,092
+2,452
| +383% | +$24.6K | 0.01% | 399 |
|
|
2022
Q1 | $7K | Hold |
640
| – | – | ﹤0.01% | 572 |
|
|
2021
Q4 | $5K | Hold |
640
| – | – | ﹤0.01% | 544 |
|
|
2021
Q3 | $6K | Hold |
640
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $7K | Sell |
640
-164
| -20% | -$1.79K | 0.01% | 384 |
|
|
2021
Q1 | $6K | Hold |
804
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $5K | Hold |
804
| – | – | ﹤0.01% | 288 |
|
|
2020
Q3 | $4K | Hold |
804
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $6K | Buy |
804
+164
| +26% | +$1.22K | 0.01% | 283 |
|
|
2020
Q1 | $3K | Hold |
640
| – | – | ﹤0.01% | 240 |
|
|
2019
Q4 | $8K | Hold |
640
| – | – | 0.01% | 178 |
|
|
2019
Q3 | $8K | Buy |
+640
| New | +$8K | 0.01% | 182 |
|