Atria Investments’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,909	Closed	-$320K	–	1890
2024 Q3	$320K	Sell	19,909 -5,396	-21%	-$86.8K	﹤0.01%	1590
2024 Q2	$410K	Sell	25,305 -61,960	-71%	-$974K	0.01%	1406
2024 Q1	$1.37M	Sell	87,265 -8,417	-9%	-$123K	0.02%	805
2023 Q4	$1.32M	Buy	95,682 +2,705	+3%	+$36.8K	0.02%	775
2023 Q3	$1.3M	Sell	92,977 -4,147	-4%	-$55K	0.02%	732
2023 Q2	$1.23M	Buy	97,124 +3,001	+3%	+$38K	0.02%	758
2023 Q1	$1.17M	Sell	94,123 -3,365	-3%	-$42.5K	0.02%	747
2022 Q4	$1.16M	Sell	97,488 -2,201	-2%	-$26.4K	0.02%	706
2022 Q3	$1.1M	Buy	+99,689	New	+$1.11M	0.02%	692
2022 Q2	–	Sell	-107,998	Closed	-$1.21M	–	783
2022 Q1	$1.21M	Buy	+107,998	New	+$1.07M	0.02%	771
2020 Q2	–	Sell	-20,415	Closed	-$94K	–	604
2020 Q1	$94K	Buy	+20,415	New	+$218K	0.01%	563
2019 Q2	–	Sell	-47,044	Closed	-$723K	–	1002
2019 Q1	$723K	Buy	+47,044	New	+$699K	0.03%	434