AJ Wealth Strategies’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $653K | Sell |
51,439
-11,576
| -18% | -$147K | 0.03% | 158 |
|
|
2023
Q1 | $786K | Buy |
63,015
+1,144
| +2% | +$14.3K | 0.04% | 142 |
|
|
2022
Q4 | $734K | Buy |
61,871
+1,045
| +2% | +$12.4K | 0.04% | 157 |
|
|
2022
Q3 | $671K | Buy |
60,826
+923
| +2% | +$10.2K | 0.04% | 157 |
|
|
2022
Q2 | $598K | Sell |
59,903
-7,601
| -11% | -$75.9K | 0.03% | 173 |
|
|
2022
Q1 | $755K | Buy |
67,504
+777
| +1% | +$8.69K | 0.04% | 161 |
|
|
2021
Q4 | $549K | Buy |
66,727
+29,114
| +77% | +$240K | 0.03% | 191 |
|
|
2021
Q3 | $360K | Buy |
37,613
+16,095
| +75% | +$154K | 0.02% | 218 |
|
|
2021
Q2 | $229K | Hold |
21,518
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $165K | Hold |
21,518
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $133K | Hold |
21,518
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $117K | Buy |
21,518
+8,675
| +68% | +$47.2K | 0.01% | 213 |
|
|
2020
Q2 | $91K | Hold |
12,843
| – | – | 0.01% | 194 |
|
|
2020
Q1 | $59K | Buy |
12,843
+43
| +0.3% | +$198 | 0.01% | 172 |
|
|
2019
Q4 | $164K | Hold |
12,800
| – | – | 0.02% | 117 |
|
|
2019
Q3 | $167K | Buy |
+12,800
| New | +$167K | 0.02% | 112 |
|