Valley Wealth Managers’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
Q1 | – | Sell |
-12,099
| Closed | -$160K | – | 203 |
|
|
2018
Q4 | $160K | Buy |
+12,099
| New | +$160K | 0.02% | 162 |
|
|
2017
Q2 | – | Sell |
-1,100
| Closed | -$22K | – | 140 |
|
|
2017
Q1 | $22K | Hold |
1,100
| – | – | ﹤0.01% | 161 |
|
|
2016
Q4 | $21K | Buy |
1,100
+300
| +38% | +$5.73K | ﹤0.01% | 158 |
|
|
2016
Q3 | $13K | Hold |
800
| – | – | ﹤0.01% | 168 |
|
|
2016
Q2 | $11K | Buy |
+800
| New | +$11K | ﹤0.01% | 174 |
|