Sheets Smith Wealth Management’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 |
-10,298
| Closed | -$132K | – | 287 |
|
|
2019
Q4 | $132K | Sell |
10,298
-10,027
| -49% | -$129K | 0.03% | 311 |
|
|
2019
Q3 | $266K | Sell |
20,325
-4,787
| -19% | -$62.6K | 0.05% | 263 |
|
|
2019
Q2 | $354K | Buy |
25,112
+55
| +0.2% | +$775 | 0.07% | 249 |
|
|
2019
Q1 | $385K | Buy |
25,057
+51
| +0.2% | +$784 | 0.08% | 236 |
|
|
2018
Q4 | $330K | Buy |
+25,006
| New | +$330K | 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% | +$8.73K | 0.09% | 194 |
|
|
2014
Q1 | $255K | Buy |
+10,922
| New | +$255K | 0.07% | 206 |
|