SDAM
Shulman DeMeo Asset Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,777
| Closed | -$173K | – | 124 |
|
|
2024
Q3 | $173K | Buy |
+10,777
| New | +$173K | 0.04% | 126 |
|
|
2021
Q1 | – | Sell |
-17,278
| Closed | -$107K | – | 140 |
|
|
2020
Q4 | $107K | Buy |
+17,278
| New | +$107K | 0.03% | 136 |
|
|
2020
Q3 | – | Sell |
-18,034
| Closed | -$128K | – | 121 |
|
|
2020
Q2 | $128K | Sell |
18,034
-169
| -0.9% | -$1.2K | 0.05% | 107 |
|
|
2020
Q1 | $84K | Sell |
18,203
-583
| -3% | -$2.69K | 0.04% | 98 |
|
|
2019
Q4 | $241K | Sell |
18,786
-32
| -0.2% | -$411 | 0.08% | 114 |
|
|
2019
Q3 | $246K | Buy |
+18,818
| New | +$246K | 0.08% | 112 |
|
|
2019
Q1 | – | Sell |
-20,045
| Closed | -$265K | – | 132 |
|
|
2018
Q4 | $265K | Buy |
+20,045
| New | +$265K | 0.15% | 53 |
|