WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 1054 |
|
|
2017
Q1 | $14K | Hold |
700
| – | – | ﹤0.01% | 981 |
|
|
2016
Q4 | $14K | Buy |
700
+589
| +531% | +$11.8K | ﹤0.01% | 1018 |
|
|
2016
Q3 | $2K | Buy |
111
+1
| +0.9% | +$18 | ﹤0.01% | 1391 |
|
|
2016
Q2 | $2K | Buy |
110
+3
| +3% | +$55 | ﹤0.01% | 1371 |
|
|
2016
Q1 | $1K | Buy |
107
+5
| +5% | +$47 | ﹤0.01% | 1408 |
|
|
2015
Q4 | $1K | Buy |
102
+1
| +1% | +$10 | ﹤0.01% | 1443 |
|
|
2015
Q3 | $2K | Buy |
101
+1
| +1% | +$20 | ﹤0.01% | 1397 |
|
|
2015
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1408 |
|
|
2015
Q1 | – | Sell |
-2,448
| Closed | -$70K | – | 1835 |
|
|
2014
Q4 | $70K | Hold |
2,448
| – | – | 0.01% | 758 |
|
|
2014
Q3 | $76K | Sell |
2,448
-4,288
| -64% | -$133K | 0.01% | 766 |
|
|
2014
Q2 | $199K | Hold |
6,736
| – | – | 0.04% | 448 |
|
|
2014
Q1 | $157K | Sell |
6,736
-23,996
| -78% | -$559K | 0.03% | 487 |
|
|
2013
Q4 | $628K | Sell |
30,732
-12,936
| -30% | -$264K | 0.09% | 260 |
|
|
2013
Q3 | $718K | Sell |
43,668
-4,800
| -10% | -$78.9K | 0.11% | 212 |
|
|
2013
Q2 | $725K | Buy |
+48,468
| New | +$725K | 0.12% | 200 |
|