Wealthspire Advisors (Maryland)’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $256K | Sell |
47,189
-21,252
| -31% | -$115K | 0.01% | 380 |
|
|
2020
Q2 | $487K | Buy |
68,441
+34,765
| +103% | +$247K | 0.03% | 260 |
|
|
2020
Q1 | $155K | Buy |
33,676
+4,414
| +15% | +$20.3K | 0.01% | 404 |
|
|
2019
Q4 | $375K | Sell |
29,262
-240
| -0.8% | -$3.08K | 0.03% | 322 |
|
|
2019
Q3 | $386K | Hold |
29,502
| – | – | 0.03% | 299 |
|
|
2019
Q2 | $415K | Buy |
29,502
+960
| +3% | +$13.5K | 0.03% | 287 |
|
|
2019
Q1 | $439K | Sell |
28,542
-600
| -2% | -$9.23K | 0.03% | 274 |
|
|
2018
Q4 | $385K | Buy |
29,142
+26,952
| +1,231% | +$356K | 0.03% | 273 |
|
|
2018
Q3 | $38K | Sell |
2,190
-575
| -21% | -$9.98K | ﹤0.01% | 1063 |
|
|
2018
Q2 | $48K | Sell |
2,765
-584
| -17% | -$10.1K | ﹤0.01% | 990 |
|
|
2018
Q1 | $48K | Buy |
3,349
+54
| +2% | +$774 | ﹤0.01% | 1002 |
|
|
2017
Q4 | $57K | Buy |
3,295
+1,620
| +97% | +$28K | 0.01% | 950 |
|
|
2017
Q3 | $29K | Sell |
1,675
-63
| -4% | -$1.09K | ﹤0.01% | 1168 |
|
|
2017
Q2 | $31K | Buy |
1,738
+1,063
| +157% | +$19K | ﹤0.01% | 1111 |
|
|
2017
Q1 | $13K | Buy |
675
+170
| +34% | +$3.27K | ﹤0.01% | 1234 |
|
|
2016
Q4 | $10K | Sell |
505
-4,146
| -89% | -$82.1K | ﹤0.01% | 1218 |
|
|
2016
Q3 | $78K | Hold |
4,651
| – | – | 0.01% | 646 |
|
|
2016
Q2 | $67K | Sell |
4,651
-194
| -4% | -$2.8K | 0.01% | 648 |
|
|
2016
Q1 | $35K | Buy |
4,845
+4,005
| +477% | +$28.9K | 0.01% | 791 |
|
|
2015
Q4 | $12K | Buy |
+840
| New | +$12K | ﹤0.01% | 1142 |
|