WEC
Winslow Evans & Crocker’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $232K | Sell |
37,528
-28,991
| -44% | -$179K | 0.04% | 311 |
|
|
2020
Q3 | $361K | Sell |
66,519
-1,633
| -2% | -$8.86K | 0.09% | 204 |
|
|
2020
Q2 | $486K | Sell |
68,152
-3,024
| -4% | -$21.6K | 0.13% | 159 |
|
|
2020
Q1 | $328K | Sell |
71,176
-1,024
| -1% | -$4.72K | 0.11% | 185 |
|
|
2019
Q4 | $928K | Buy |
72,200
+1,004
| +1% | +$12.9K | 0.24% | 95 |
|
|
2019
Q3 | $934K | Sell |
71,196
-2,278
| -3% | -$29.9K | 0.26% | 87 |
|
|
2019
Q2 | $1.04M | Sell |
73,474
-164
| -0.2% | -$2.32K | 0.29% | 80 |
|
|
2019
Q1 | $1.13M | Buy |
73,638
+1,800
| +3% | +$27.7K | 0.32% | 72 |
|
|
2018
Q4 | $952K | Buy |
71,838
+65,038
| +956% | +$862K | 0.32% | 67 |
|
|
2018
Q3 | $120K | Hold |
6,800
| – | – | 0.04% | 343 |
|
|
2018
Q2 | $120K | Buy |
6,800
+3,000
| +79% | +$52.9K | 0.04% | 337 |
|
|
2018
Q1 | $54K | Sell |
3,800
-1,000
| -21% | -$14.2K | 0.02% | 468 |
|
|
2017
Q4 | $82.8K | Hold |
4,800
| – | – | 0.03% | 399 |
|
|
2017
Q3 | $83.4K | Sell |
4,800
-2,000
| -29% | -$34.8K | 0.03% | 387 |
|
|
2017
Q2 | $122K | Hold |
6,800
| – | – | 0.03% | 396 |
|
|
2017
Q1 | $134K | Sell |
6,800
-6,648
| -49% | -$131K | 0.04% | 361 |
|
|
2016
Q4 | $260K | Sell |
13,448
-500
| -4% | -$9.66K | 0.08% | 249 |
|
|
2016
Q3 | $234K | Sell |
13,948
-5,330
| -28% | -$89.5K | 0.07% | 278 |
|
|
2016
Q2 | $277K | Hold |
19,278
| – | – | 0.08% | 233 |
|
|
2016
Q1 | $137K | Sell |
19,278
-16,560
| -46% | -$118K | 0.04% | 315 |
|
|
2015
Q4 | $492K | Sell |
35,838
-1,982
| -5% | -$27.2K | 0.14% | 157 |
|
|
2015
Q3 | $787K | Buy |
37,820
+11,596
| +44% | +$241K | 0.25% | 89 |
|
|
2015
Q2 | $1.68M | Buy |
26,224
+7,100
| +37% | +$456K | 0.48% | 41 |
|
|
2015
Q1 | $1.21M | Sell |
19,124
-7,320
| -28% | -$464K | 0.34% | 62 |
|
|
2014
Q4 | $1.52M | Sell |
26,444
-2,566
| -9% | -$147K | 0.43% | 56 |
|
|
2014
Q3 | $1.79M | Buy |
29,010
+13,143
| +83% | +$811K | 0.51% | 42 |
|
|
2014
Q2 | $935K | Sell |
15,867
-195
| -1% | -$11.5K | 0.31% | 89 |
|
|
2014
Q1 | $751K | Buy |
16,062
+8,031
| +100% | +$375K | 0.26% | 94 |
|
|
2013
Q4 | $657K | Buy |
+8,031
| New | +$657K | 0.22% | 108 |
|