Wealthspire Advisors (Maryland)’s Energy Transfer Partners L.p. ETP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,253
| Closed | -$119K | – | 2408 |
|
|
2017
Q1 | $119K | Hold |
3,253
| – | – | 0.02% | 541 |
|
|
2016
Q4 | $116K | Sell |
3,253
-1,497
| -32% | -$53.4K | 0.02% | 533 |
|
|
2016
Q3 | $176K | Hold |
4,750
| – | – | 0.03% | 417 |
|
|
2016
Q2 | $181K | Sell |
4,750
-164
| -3% | -$6.25K | 0.03% | 392 |
|
|
2016
Q1 | $159K | Buy |
4,914
+1,060
| +28% | +$34.3K | 0.03% | 412 |
|
|
2015
Q4 | $130K | Buy |
+3,854
| New | +$130K | 0.02% | 467 |
|