Wills Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,070
| Closed | -$212K | – | 86 |
|
|
2015
Q2 | $212K | Buy |
+4,070
| New | +$212K | 0.18% | 69 |
|
|
2015
Q1 | – | Sell |
-3,647
| Closed | -$237K | – | 86 |
|
|
2014
Q4 | $237K | Buy |
3,647
+22
| +0.6% | +$1.43K | 0.19% | 71 |
|
|
2014
Q3 | $231K | Buy |
3,625
+26
| +0.7% | +$1.66K | 0.2% | 73 |
|
|
2014
Q2 | $209K | Buy |
+3,599
| New | +$209K | 0.17% | 77 |
|