YorkBridge Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-750
| Closed | -$17K | – | 803 |
|
2018
Q3 | $17K | Hold |
750
| – | – | 0.01% | 556 |
|
2018
Q2 | $14K | Hold |
750
| – | – | 0.01% | 590 |
|
2018
Q1 | $13K | Hold |
750
| – | – | 0.01% | 596 |
|
2017
Q4 | $14K | Sell |
750
-918
| -55% | -$17.1K | 0.01% | 602 |
|
2017
Q3 | $31K | Sell |
1,668
-92
| -5% | -$1.71K | 0.02% | 436 |
|
2017
Q2 | $37K | Buy |
+1,760
| New | +$37K | 0.02% | 410 |
|
2017
Q1 | – | Sell |
-750
| Closed | -$18K | – | 954 |
|
2016
Q4 | $18K | Buy |
+750
| New | +$18K | 0.01% | 488 |
|