SSWM
ETP
Sheets Smith Wealth Management’s Energy Transfer Partners L.p. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,128
| Closed | -$479K | – | 332 |
|
|
2017
Q1 | $479K | Buy |
13,128
+39
| +0.3% | +$1.42K | 0.13% | 184 |
|
|
2016
Q4 | $469K | Buy |
13,089
+38
| +0.3% | +$1.36K | 0.13% | 193 |
|
|
2016
Q3 | $483K | Buy |
13,051
+35
| +0.3% | +$1.3K | 0.14% | 182 |
|
|
2016
Q2 | $496K | Buy |
13,016
+37
| +0.3% | +$1.41K | 0.14% | 177 |
|
|
2016
Q1 | $420K | Sell |
12,979
-2,073
| -14% | -$67.1K | 0.13% | 162 |
|
|
2015
Q4 | $508K | Sell |
15,052
-447
| -3% | -$15.1K | 0.15% | 154 |
|
|
2015
Q3 | $637K | Buy |
15,499
+77
| +0.5% | +$3.17K | 0.22% | 123 |
|
|
2015
Q2 | $805K | Buy |
15,422
+11,720
| +317% | +$612K | 0.22% | 131 |
|
|
2015
Q1 | $206K | Buy |
3,702
+40
| +1% | +$2.23K | 0.06% | 223 |
|
|
2014
Q4 | $238K | Buy |
+3,662
| New | +$238K | 0.06% | 216 |
|