1834 Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-424
| Closed | -$3K | – | 504 |
|
|
2021
Q1 | $3K | Hold |
424
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $3K | Hold |
424
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $2K | Hold |
424
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $3K | Sell |
424
-3,961
| -90% | -$28K | ﹤0.01% | 403 |
|
|
2020
Q1 | $20K | Sell |
4,385
-20,700
| -83% | -$94.4K | ﹤0.01% | 297 |
|
|
2019
Q4 | $322K | Hold |
25,085
| – | – | 0.05% | 149 |
|
|
2019
Q3 | $328K | Buy |
25,085
+625
| +3% | +$8.17K | 0.05% | 147 |
|
|
2019
Q2 | $345K | Buy |
24,460
+3,500
| +17% | +$49.4K | 0.05% | 140 |
|
|
2019
Q1 | $322K | Buy |
20,960
+15,504
| +284% | +$238K | 0.05% | 144 |
|
|
2018
Q4 | $72K | Sell |
5,456
-4,944
| -48% | -$65.2K | 0.01% | 243 |
|
|
2018
Q3 | $181K | Buy |
10,400
+4,200
| +68% | +$73.1K | 0.03% | 200 |
|
|
2018
Q2 | $107K | Buy |
6,200
+200
| +3% | +$3.45K | 0.02% | 220 |
|
|
2018
Q1 | $85K | Hold |
6,000
| – | – | 0.01% | 233 |
|
|
2017
Q4 | $104K | Buy |
+6,000
| New | +$104K | 0.02% | 232 |
|