Walter & Keenan 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
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 | +$75K | 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% | +$52.3K | 0.07% | 151 |
|
|
2019
Q2 | $149K | Buy |
+10,600
| New | +$149K | 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 | +$220K | 0.12% | 135 |
|
|
2016
Q1 | – | Sell |
-10,800
| Closed | -$148K | – | 141 |
|
|
2015
Q4 | $148K | Sell |
10,800
-14,000
| -56% | -$192K | 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 | +$580K | 0.32% | 77 |
|