TWMP
ETP
Taylor Wealth Management Partners’s Energy Transfer Partners L.p. ETP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-107,935
| Closed | -$3.94M | – | 166 |
|
|
2017
Q1 | $3.94M | Buy |
107,935
+1,290
| +1% | +$47.1K | 1.78% | 26 |
|
|
2016
Q4 | $3.82M | Sell |
106,645
-14,985
| -12% | -$537K | 1.77% | 26 |
|
|
2016
Q3 | $4.5M | Sell |
121,630
-19,220
| -14% | -$711K | 2.02% | 27 |
|
|
2016
Q2 | $5.36M | Buy |
140,850
+17,650
| +14% | +$672K | 2.15% | 22 |
|
|
2016
Q1 | $3.98M | Sell |
123,200
-5,350
| -4% | -$173K | 1.88% | 25 |
|
|
2015
Q4 | $4.34M | Buy |
128,550
+10,430
| +9% | +$352K | 1.87% | 24 |
|
|
2015
Q3 | $4.85M | Buy |
+118,120
| New | +$4.85M | 2.34% | 18 |
|