Aveo Capital Partners’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 | – | Sell |
-17,126
| Closed | -$289K | – | 60 |
|
|
2025
Q1 | $289K | Sell |
17,126
-4,713
| -22% | -$79.6K | 0.05% | 147 |
|
|
2024
Q4 | $428K | Sell |
21,839
-9,948
| -31% | -$195K | 0.05% | 230 |
|
|
2024
Q3 | $510K | Sell |
31,787
-5,500
| -15% | -$88.3K | 0.05% | 196 |
|
|
2024
Q2 | $605K | Sell |
37,287
-94,614
| -72% | -$1.53M | 0.07% | 168 |
|
|
2024
Q1 | $2.1M | Sell |
131,901
-1,658
| -1% | -$26.3K | 0.23% | 95 |
|
|
2023
Q4 | $1.84M | Buy |
133,559
+1,663
| +1% | +$22.9K | 0.22% | 93 |
|
|
2023
Q3 | $1.85M | Buy |
131,896
+9,107
| +7% | +$128K | 0.24% | 90 |
|
|
2023
Q2 | $1.56M | Buy |
122,789
+587
| +0.5% | +$7.46K | 0.2% | 98 |
|
|
2023
Q1 | $1.52M | Buy |
122,202
+11,562
| +10% | +$144K | 0.2% | 88 |
|
|
2022
Q4 | $1.31M | Buy |
110,640
+9,591
| +9% | +$114K | 0.2% | 98 |
|
|
2022
Q3 | $1.12M | Buy |
101,049
+1,501
| +2% | +$16.6K | 0.19% | 97 |
|
|
2022
Q2 | $993K | Buy |
99,548
+950
| +1% | +$9.48K | 0.16% | 115 |
|
|
2022
Q1 | $1.1M | Buy |
98,598
+12,053
| +14% | +$135K | 0.19% | 102 |
|
|
2021
Q4 | $712K | Sell |
86,545
-3,329
| -4% | -$27.4K | 0.13% | 143 |
|
|
2021
Q3 | $861K | Buy |
89,874
+3,662
| +4% | +$35.1K | 0.18% | 108 |
|
|
2021
Q2 | $916K | Sell |
86,212
-3,941
| -4% | -$41.9K | 0.2% | 108 |
|
|
2021
Q1 | $692K | Buy |
+90,153
| New | +$692K | 0.17% | 114 |
|
|
2020
Q4 | – | Sell |
-90,105
| Closed | -$488K | – | 90 |
|
|
2020
Q3 | $488K | Buy |
+90,105
| New | +$488K | 0.18% | 112 |
|
|
2020
Q2 | – | Sell |
-59,105
| Closed | -$272K | – | 77 |
|
|
2020
Q1 | $272K | Buy |
59,105
+20,477
| +53% | +$94.2K | 0.13% | 120 |
|
|
2019
Q4 | $496K | Sell |
38,628
-1,195
| -3% | -$15.3K | 0.2% | 108 |
|
|
2019
Q3 | $503K | Buy |
39,823
+3,225
| +9% | +$40.7K | 0.21% | 100 |
|
|
2019
Q2 | $549K | Buy |
36,598
+299
| +0.8% | +$4.49K | 0.24% | 93 |
|
|
2019
Q1 | $558K | Buy |
36,299
+2,747
| +8% | +$42.2K | 0.26% | 81 |
|
|
2018
Q4 | $443K | Buy |
33,552
+126
| +0.4% | +$1.66K | 0.22% | 70 |
|
|
2018
Q3 | $551K | Buy |
33,426
+5,451
| +19% | +$89.9K | 0.25% | 66 |
|
|
2018
Q2 | $483K | Buy |
27,975
+1,175
| +4% | +$20.3K | 0.21% | 74 |
|
|
2018
Q1 | $381K | Buy |
26,800
+1,700
| +7% | +$24.2K | 0.16% | 91 |
|
|
2017
Q4 | $433K | Hold |
25,100
| – | – | 0.14% | 79 |
|
|
2017
Q3 | $436K | Hold |
25,100
| – | – | 0.15% | 73 |
|
|
2017
Q2 | $451K | Hold |
25,100
| – | – | 0.16% | 65 |
|
|
2017
Q1 | $495K | Sell |
25,100
-9,075
| -27% | -$179K | 0.18% | 60 |
|
|
2016
Q4 | $660K | Buy |
+34,175
| New | +$660K | 0.19% | 83 |
|