Tolleson 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
Q2
Sell
-122,706
Closed -$942K 73
2021
Q1
$942K Hold
122,706
0.28% 42
2020
Q4
$758K Hold
122,706
0.25% 41
2020
Q3
$665K Buy
122,706
+78,356
+177% +$425K 0.27% 40
2020
Q2
$316K Buy
+44,350
New +$316K 0.14% 49