SSWM
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Sheets Smith Wealth Management’s Energy Transfer Partners ET Stock Holding History

Sheets Smith Wealth Management’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
2020
Q1 		– Sell
-10,298
Closed -$132K – 287
2019
Q4 		$132K Sell
10,298
-10,027
-49% -$124K 0.03% 311
2019
Q3 		$266K Sell
20,325
-4,787
-19% -$66.7K 0.05% 263
2019
Q2 		$354K Buy
25,112
+55
+0.2% +$814 0.07% 249
2019
Q1 		$385K Buy
25,057
+51
+0.2% +$758 0.08% 236
2018
Q4 		$330K Buy
+25,006
New +$380K 0.09% 214
2014
Q4 		– Sell
-11,218
Closed -$346K – 253
2014
Q3 		$346K Hold
11,218
– – 0.09% 184
2014
Q2 		$331K Buy
11,218
+296
+3% +$7.49K 0.09% 194
2014
Q1 		$255K Buy
+10,922
New +$236K 0.07% 206

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AA
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