Squar Milner Financial Services’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
Q3 | – | Sell |
-43,434
| Closed | -$309K | – | 58 |
|
|
2020
Q2 | $309K | Buy |
43,434
+32,674
| +304% | +$232K | 0.18% | 147 |
|
|
2020
Q1 | $49K | Sell |
10,760
-8,152
| -43% | -$37.1K | 0.03% | 355 |
|
|
2019
Q4 | $242K | Sell |
18,912
-30,922
| -62% | -$396K | 0.12% | 171 |
|
|
2019
Q3 | $270K | Buy |
49,834
+25,278
| +103% | +$137K | 0.14% | 169 |
|
|
2019
Q2 | $346K | Hold |
24,556
| – | – | 0.23% | 100 |
|
|
2019
Q1 | $377K | Buy |
24,556
+230
| +0.9% | +$3.53K | 0.28% | 81 |
|
|
2018
Q4 | $321K | Buy |
24,326
+3,566
| +17% | +$47.1K | 0.31% | 82 |
|
|
2018
Q3 | $362K | Hold |
20,760
| – | – | 0.33% | 77 |
|
|
2018
Q2 | $358K | Sell |
20,760
-70
| -0.3% | -$1.21K | 0.32% | 82 |
|
|
2018
Q1 | $296K | Buy |
20,830
+780
| +4% | +$11.1K | 0.37% | 96 |
|
|
2017
Q4 | $371K | Buy |
+20,050
| New | +$371K | 0.45% | 78 |
|