Taylor Wealth Management Partners’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,072
| Closed | -$184K | – | 47 |
|
|
2019
Q2 | $184K | Hold |
13,072
| – | – | 0.09% | 46 |
|
|
2019
Q1 | $201K | Hold |
13,072
| – | – | 0.1% | 46 |
|
|
2018
Q4 | $173K | Sell |
13,072
-5,163
| -28% | -$68.3K | 0.1% | 42 |
|
|
2018
Q3 | $318K | Buy |
18,235
+235
| +1% | +$4.1K | 0.14% | 51 |
|
|
2018
Q2 | $310K | Sell |
18,000
-600
| -3% | -$10.3K | 0.14% | 49 |
|
|
2018
Q1 | $264K | Sell |
18,600
-600
| -3% | -$8.52K | 0.13% | 48 |
|
|
2017
Q4 | $331K | Sell |
19,200
-2,175
| -10% | -$37.5K | 0.14% | 54 |
|
|
2017
Q3 | $371K | Sell |
21,375
-3,000
| -12% | -$52.1K | 0.17% | 52 |
|
|
2017
Q2 | $438K | Buy |
24,375
+10,075
| +70% | +$181K | 0.2% | 48 |
|
|
2017
Q1 | $282K | Buy |
14,300
+5,000
| +54% | +$98.6K | 0.13% | 54 |
|
|
2016
Q4 | $180K | Sell |
9,300
-3,900
| -30% | -$75.5K | 0.08% | 60 |
|
|
2016
Q3 | $222K | Sell |
13,200
-185,095
| -93% | -$3.11M | 0.1% | 51 |
|
|
2016
Q2 | $2.85M | Buy |
198,295
+91,370
| +85% | +$1.31M | 1.14% | 35 |
|
|
2016
Q1 | $762K | Sell |
106,925
-1,075
| -1% | -$7.66K | 0.36% | 31 |
|
|
2015
Q4 | $1.48M | Sell |
108,000
-106,575
| -50% | -$1.46M | 0.64% | 36 |
|
|
2015
Q3 | $4.47M | Sell |
214,575
-98,405
| -31% | -$2.05M | 2.15% | 21 |
|
|
2015
Q2 | $10M | Buy |
312,980
+45,070
| +17% | +$1.45M | 3.21% | 11 |
|
|
2015
Q1 | $8.49M | Buy |
+267,910
| New | +$8.49M | 2.66% | 16 |
|