ARQ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,105
| Closed | -$188K | – | 58 |
|
|
2023
Q1 | $188K | Hold |
15,105
| – | – | 0.14% | 52 |
|
|
2022
Q4 | $179K | Hold |
15,105
| – | – | 0.12% | 49 |
|
|
2022
Q3 | $167K | Hold |
15,105
| – | – | 0.13% | 48 |
|
|
2022
Q2 | $151K | Sell |
15,105
-895
| -6% | -$8.95K | 0.11% | 51 |
|
|
2022
Q1 | $179K | Sell |
16,000
-1,783
| -10% | -$19.9K | 0.12% | 48 |
|
|
2021
Q4 | $146K | Hold |
17,783
| – | – | 0.1% | 48 |
|
|
2021
Q3 | $170K | Hold |
17,783
| – | – | 0.11% | 48 |
|
|
2021
Q2 | $189K | Hold |
17,783
| – | – | 0.12% | 49 |
|
|
2021
Q1 | $137K | Buy |
+17,783
| New | +$137K | 0.09% | 47 |
|