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WKWM
Walter & Keenan Wealth Management’s
Energy Transfer Partners
ET
Stock Holding History
Walter & Keenan Wealth Management’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-10,600
Closed
-$66K
–
148
2020
Q4
$66K
Hold
10,600
–
–
0.02%
146
2020
Q3
$57K
Hold
10,600
–
–
0.02%
140
2020
Q2
$75K
Buy
+10,600
New
+$78.5K
0.03%
144
2020
Q1
–
Sell
-14,600
Closed
-$187K
–
144
2019
Q4
$187K
Hold
14,600
–
–
0.07%
148
2019
Q3
$191K
Buy
14,600
+4,000
+38%
+$55.8K
0.07%
151
2019
Q2
$149K
Buy
+10,600
New
+$157K
0.07%
144
2017
Q4
–
Sell
-11,400
Closed
-$198K
–
181
2017
Q3
$198K
Hold
11,400
–
–
0.09%
160
2017
Q2
$205K
Hold
11,400
–
–
0.1%
148
2017
Q1
$225K
Hold
11,400
–
–
0.12%
133
2016
Q4
$220K
Buy
+11,400
New
+$190K
0.12%
135
2016
Q1
–
Sell
-10,800
Closed
-$148K
–
141
2015
Q4
$148K
Sell
10,800
-14,000
-56%
-$262K
0.09%
134
2015
Q3
$516K
Hold
24,800
–
–
0.32%
76
2015
Q2
$796K
Hold
24,800
–
–
0.46%
57
2015
Q1
$786K
Hold
24,800
–
–
0.44%
66
2014
Q4
$712K
Hold
24,800
–
–
0.41%
66
2014
Q3
$765K
Hold
24,800
–
–
0.45%
63
2014
Q2
$731K
Hold
24,800
–
–
0.38%
69
2014
Q1
$580K
Buy
+24,800
New
+$536K
0.32%
77
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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