Arete Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
38,826
+855
| +2% | +$15.5K | 0.05% | 322 |
|
|
2025
Q1 | $706K | Sell |
37,971
-568
| -1% | -$10.6K | 0.05% | 306 |
|
|
2024
Q4 | $755K | Buy |
38,539
+4,486
| +13% | +$87.9K | 0.05% | 310 |
|
|
2024
Q3 | $546K | Sell |
34,053
-6,354
| -16% | -$102K | 0.05% | 356 |
|
|
2024
Q2 | $655K | Sell |
40,407
-6,718
| -14% | -$109K | 0.05% | 333 |
|
|
2024
Q1 | $741K | Buy |
47,125
+3,333
| +8% | +$52.4K | 0.07% | 252 |
|
|
2023
Q4 | $605K | Buy |
+43,792
| New | +$605K | 0.05% | 358 |
|
|
2023
Q3 | – | Sell |
-59,737
| Closed | -$759K | – | 558 |
|
|
2023
Q2 | $759K | Buy |
59,737
+23,089
| +63% | +$293K | 0.07% | 270 |
|
|
2023
Q1 | $457K | Buy |
36,648
+1,777
| +5% | +$22.2K | 0.04% | 370 |
|
|
2022
Q4 | $414M | Buy |
34,871
+23,939
| +219% | +$284M | 0.04% | 366 |
|
|
2022
Q3 | $121K | Buy |
+10,932
| New | +$121K | 0.01% | 535 |
|
|
2022
Q2 | – | Sell |
-20,436
| Closed | -$229K | – | 486 |
|
|
2022
Q1 | $229K | Buy |
20,436
+743
| +4% | +$8.33K | 0.02% | 445 |
|
|
2021
Q4 | $167K | Buy |
19,693
+4,221
| +27% | +$35.8K | 0.01% | 485 |
|
|
2021
Q3 | $151K | Hold |
15,472
| – | – | 0.02% | 404 |
|
|
2021
Q2 | $165K | Buy |
15,472
+2,000
| +15% | +$21.3K | 0.02% | 345 |
|
|
2021
Q1 | $104K | Sell |
13,472
-1,763
| -12% | -$13.6K | 0.01% | 409 |
|
|
2020
Q4 | $93K | Buy |
15,235
+1,263
| +9% | +$7.71K | 0.01% | 396 |
|
|
2020
Q3 | $77K | Sell |
13,972
-510
| -4% | -$2.81K | 0.01% | 376 |
|
|
2020
Q2 | $103K | Hold |
14,482
| – | – | 0.02% | 362 |
|
|
2020
Q1 | $67K | Buy |
+14,482
| New | +$67K | 0.01% | 331 |
|
|
2019
Q4 | – | Sell |
-12,901
| Closed | -$169K | – | 397 |
|
|
2019
Q3 | $169K | Buy |
+12,901
| New | +$169K | 0.03% | 387 |
|
|
2019
Q2 | – | Sell |
-13,197
| Closed | -$203K | – | 401 |
|
|
2019
Q1 | $203K | Buy |
13,197
+433
| +3% | +$6.66K | 0.04% | 362 |
|
|
2018
Q4 | $169K | Buy |
+12,764
| New | +$169K | 0.04% | 343 |
|