Strategic Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-416,881
Closed -$2.58M 72
2020
Q4
$2.58M Sell
416,881
-1,165
-0.3% -$7.2K 1.58% 28
2020
Q3
$2.27M Buy
418,046
+11,505
+3% +$62.4K 1.69% 24
2020
Q2
$2.9M Buy
+406,541
New +$2.9M 2.68% 13