SFWA
ETP
Summit Financial Wealth Advisors’s Energy Transfer Partners L.p. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-16,059
| Closed | -$611K | – | 161 |
|
|
2016
Q2 | $611K | Sell |
16,059
-7,246
| -31% | -$276K | 0.26% | 81 |
|
|
2016
Q1 | $754K | Buy |
+23,305
| New | +$754K | 0.33% | 63 |
|
|
2015
Q3 | – | Sell |
-1,375
| Closed | -$71K | – | 283 |
|
|
2015
Q2 | $71K | Buy |
+1,375
| New | +$71K | 0.04% | 120 |
|