Atria Investments’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,909
| Closed | -$320K | – | 1890 |
|
|
2024
Q3 | $320K | Sell |
19,909
-5,396
| -21% | -$86.6K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $410K | Sell |
25,305
-61,960
| -71% | -$1.01M | 0.01% | 1406 |
|
|
2024
Q1 | $1.37M | Sell |
87,265
-8,417
| -9% | -$132K | 0.02% | 805 |
|
|
2023
Q4 | $1.32M | Buy |
95,682
+2,705
| +3% | +$37.3K | 0.02% | 775 |
|
|
2023
Q3 | $1.3M | Sell |
92,977
-4,147
| -4% | -$58.2K | 0.02% | 732 |
|
|
2023
Q2 | $1.23M | Buy |
97,124
+3,001
| +3% | +$38.1K | 0.02% | 758 |
|
|
2023
Q1 | $1.17M | Sell |
94,123
-3,365
| -3% | -$42K | 0.02% | 747 |
|
|
2022
Q4 | $1.16M | Sell |
97,488
-2,201
| -2% | -$26.1K | 0.02% | 706 |
|
|
2022
Q3 | $1.1M | Buy |
+99,689
| New | +$1.1M | 0.02% | 692 |
|
|
2022
Q2 | – | Sell |
-107,998
| Closed | -$1.21M | – | 783 |
|
|
2022
Q1 | $1.21M | Buy |
+107,998
| New | +$1.21M | 0.02% | 771 |
|
|
2020
Q2 | – | Sell |
-20,415
| Closed | -$94K | – | 604 |
|
|
2020
Q1 | $94K | Buy |
+20,415
| New | +$94K | 0.01% | 563 |
|
|
2019
Q2 | – | Sell |
-47,044
| Closed | -$723K | – | 1002 |
|
|
2019
Q1 | $723K | Buy |
+47,044
| New | +$723K | 0.03% | 434 |
|