SIAP
ETP
Sterling Investment Advisors (Pennsylvania)’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 |
-7,911
| Closed | -$176K | – | 459 |
|
|
2018
Q3 | $176K | Hold |
7,911
| – | – | 0.09% | 121 |
|
|
2018
Q2 | $150K | Sell |
7,911
-254
| -3% | -$4.82K | 0.09% | 122 |
|
|
2018
Q1 | $132K | Sell |
8,165
-648
| -7% | -$10.5K | 0.08% | 122 |
|
|
2017
Q4 | $158K | Buy |
8,813
+2,000
| +29% | +$35.9K | 0.1% | 117 |
|
|
2017
Q3 | $125K | Hold |
6,813
| – | – | 0.08% | 123 |
|
|
2017
Q2 | $139K | Buy |
6,813
+5,517
| +426% | +$113K | 0.09% | 118 |
|
|
2017
Q1 | $47K | Hold |
1,296
| – | – | 0.03% | 180 |
|
|
2016
Q4 | $46K | Buy |
+1,296
| New | +$46K | 0.04% | 157 |
|