TSWM
Triangle Securities Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,170
| Closed | -$55K | – | 170 |
|
|
2020
Q3 | $55K | Hold |
10,170
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $72K | Hold |
10,170
| – | – | 0.03% | 160 |
|
|
2020
Q1 | $47K | Sell |
10,170
-3,768
| -27% | -$17.4K | 0.03% | 151 |
|
|
2019
Q4 | $179K | Buy |
13,938
+768
| +6% | +$9.86K | 0.08% | 163 |
|
|
2019
Q3 | $172K | Sell |
13,170
-1,485
| -10% | -$19.4K | 0.08% | 153 |
|
|
2019
Q2 | $214K | Buy |
+14,655
| New | +$214K | 0.11% | 144 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$30K | – | 201 |
|
|
2013
Q2 | $30K | Buy |
+500
| New | +$30K | 0.02% | 326 |
|