Wealthstreet Investment Advisors’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
Q2 | – | Sell |
-369,197
| Closed | -$2.84M | – | 167 |
|
|
2021
Q1 | $2.84M | Buy |
369,197
+5,000
| +1% | +$38.4K | 0.28% | 86 |
|
|
2020
Q4 | $2.25M | Buy |
364,197
+71,900
| +25% | +$444K | 0.23% | 103 |
|
|
2020
Q3 | $1.59M | Buy |
292,297
+18,544
| +7% | +$101K | 0.18% | 118 |
|
|
2020
Q2 | $1.95M | Buy |
273,753
+83,440
| +44% | +$594K | 0.24% | 93 |
|
|
2020
Q1 | $876K | Sell |
190,313
-3,706
| -2% | -$17.1K | 0.13% | 141 |
|
|
2019
Q4 | $2.49M | Buy |
194,019
+2,078
| +1% | +$26.7K | 0.29% | 81 |
|
|
2019
Q3 | $2.37M | Buy |
191,941
+73,850
| +63% | +$912K | 0.3% | 80 |
|
|
2019
Q2 | $1.66M | Sell |
118,091
-4,120
| -3% | -$58K | 0.21% | 106 |
|
|
2019
Q1 | $1.88M | Buy |
122,211
+13,633
| +13% | +$209K | 0.25% | 100 |
|
|
2018
Q4 | $1.54M | Buy |
108,578
+35,662
| +49% | +$506K | 0.22% | 104 |
|
|
2018
Q3 | $1.27M | Hold |
72,916
| – | – | 0.16% | 133 |
|
|
2018
Q2 | $1.26M | Hold |
72,916
| – | – | 0.17% | 133 |
|
|
2018
Q1 | $1.04M | Sell |
72,916
-150
| -0.2% | -$2.13K | 0.13% | 147 |
|
|
2017
Q4 | $1.26M | Buy |
+73,066
| New | +$1.26M | 0.15% | 134 |
|