West Family Investments’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 |
-585,098
| Closed | -$4.49M | – | 349 |
|
|
2021
Q1 | $4.49M | Hold |
585,098
| – | – | 1.64% | 13 |
|
|
2020
Q4 | $3.62K | Hold |
585,098
| – | – | 1.1% | 18 |
|
|
2020
Q3 | $3.17M | Buy |
585,098
+68,189
| +13% | +$370K | 1.19% | 22 |
|
|
2020
Q2 | $6.63M | Sell |
516,909
-4,400
| -0.8% | -$56.5K | 1.6% | 19 |
|
|
2020
Q1 | $2.4M | Buy |
521,309
+4,400
| +0.9% | +$20.2K | 0.95% | 31 |
|
|
2019
Q4 | $6.63M | Buy |
516,909
+151,200
| +41% | +$1.94M | 1.6% | 19 |
|
|
2019
Q3 | $4.78M | Buy |
365,709
+247,858
| +210% | +$3.24M | 1.19% | 28 |
|
|
2019
Q2 | $1.66M | Hold |
117,851
| – | – | 0.42% | 50 |
|
|
2019
Q1 | $1.81M | Hold |
117,851
| – | – | 0.45% | 49 |
|
|
2018
Q4 | $1.56M | Buy |
+117,851
| New | +$1.56M | 0.4% | 53 |
|