YorkBridge Wealth Partners’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,174
| Closed | -$45K | – | 324 |
|
|
2019
Q2 | $45K | Hold |
3,174
| – | – | 0.02% | 380 |
|
|
2019
Q1 | $49K | Hold |
3,174
| – | – | 0.02% | 361 |
|
|
2018
Q4 | $42K | Buy |
3,174
+960
| +43% | +$12.7K | 0.02% | 346 |
|
|
2018
Q3 | $40K | Hold |
2,214
| – | – | 0.02% | 383 |
|
|
2018
Q2 | $38K | Hold |
2,214
| – | – | 0.02% | 394 |
|
|
2018
Q1 | $33K | Hold |
2,214
| – | – | 0.02% | 417 |
|
|
2017
Q4 | $38K | Sell |
2,214
-332
| -13% | -$5.7K | 0.02% | 398 |
|
|
2017
Q3 | $44K | Hold |
2,546
| – | – | 0.02% | 393 |
|
|
2017
Q2 | $46K | Sell |
2,546
-648
| -20% | -$11.7K | 0.02% | 382 |
|
|
2017
Q1 | $59K | Buy |
3,194
+332
| +12% | +$6.13K | 0.03% | 349 |
|
|
2016
Q4 | $50K | Buy |
+2,862
| New | +$50K | 0.03% | 352 |
|