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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,895
| Closed | -$465K | – | 2687 |
|
|
2018
Q3 | $465K | Buy |
20,895
+1,218
| +6% | +$27.1K | 0.04% | 260 |
|
|
2018
Q2 | $375K | Buy |
19,677
+1,054
| +6% | +$20.1K | 0.03% | 301 |
|
|
2018
Q1 | $302K | Buy |
18,623
+25
| +0.1% | +$405 | 0.03% | 359 |
|
|
2017
Q4 | $333K | Buy |
18,598
+1,390
| +8% | +$24.9K | 0.03% | 344 |
|
|
2017
Q3 | $315K | Buy |
17,208
+28
| +0.2% | +$513 | 0.03% | 350 |
|
|
2017
Q2 | $350K | Buy |
17,180
+4,790
| +39% | +$97.6K | 0.04% | 313 |
|
|
2017
Q1 | $303K | Buy |
12,390
+70
| +0.6% | +$1.71K | 0.04% | 286 |
|
|
2016
Q4 | $296K | Hold |
12,320
| – | – | 0.04% | 281 |
|
|
2016
Q3 | $350K | Sell |
12,320
-64
| -0.5% | -$1.82K | 0.05% | 231 |
|
|
2016
Q2 | $356K | Sell |
12,384
-3
| -0% | -$86 | 0.06% | 220 |
|
|
2016
Q1 | $311K | Hold |
12,387
| – | – | 0.05% | 246 |
|
|
2015
Q4 | $318K | Buy |
+12,387
| New | +$318K | 0.06% | 244 |
|