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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,102
| Closed | -$447K | – | 350 |
|
|
2018
Q3 | $447K | Buy |
20,102
+65
| +0.3% | +$1.45K | 0.09% | 237 |
|
|
2018
Q2 | $382K | Buy |
20,037
+74
| +0.4% | +$1.41K | 0.09% | 231 |
|
|
2018
Q1 | $324K | Buy |
19,963
+72
| +0.4% | +$1.17K | 0.08% | 245 |
|
|
2017
Q4 | $356K | Buy |
19,891
+80
| +0.4% | +$1.43K | 0.08% | 240 |
|
|
2017
Q3 | $362K | Buy |
19,811
+66
| +0.3% | +$1.21K | 0.09% | 220 |
|
|
2017
Q2 | $403K | Buy |
+19,745
| New | +$403K | 0.11% | 190 |
|