Avion Wealth’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 | $911K | Sell |
50,300
-3,560
| -7% | -$64.5K | 0.21% | 38 |
|
|
2025
Q1 | $1.06M | Hold |
53,860
| – | – | 0.27% | 37 |
|
|
2024
Q4 | $1.06M | Buy |
53,860
+135
| +0.3% | +$2.64K | 0.27% | 37 |
|
|
2024
Q3 | $862K | Buy |
53,725
+143
| +0.3% | +$2.29K | 0.23% | 35 |
|
|
2024
Q2 | $869K | Buy |
53,582
+241
| +0.5% | +$3.91K | 0.24% | 34 |
|
|
2024
Q1 | $840K | Buy |
53,341
+150
| +0.3% | +$2.36K | 0.23% | 36 |
|
|
2023
Q4 | $734K | Buy |
53,191
+156
| +0.3% | +$2.15K | 0.21% | 37 |
|
|
2023
Q3 | $744K | Buy |
53,035
+32
| +0.1% | +$449 | 0.21% | 37 |
|
|
2023
Q2 | $673K | Buy |
53,003
+62
| +0.1% | +$787 | 0.18% | 41 |
|
|
2023
Q1 | $628K | Buy |
52,941
+27
| +0.1% | +$320 | 0.17% | 39 |
|
|
2022
Q4 | $583K | Hold |
52,914
| – | – | 0.18% | 39 |
|
|
2022
Q3 | $584K | Buy |
52,914
+24
| +0% | +$265 | 0.18% | 39 |
|
|
2022
Q2 | $528K | Buy |
52,890
+6,733
| +15% | +$67.2K | 0.16% | 40 |
|
|
2022
Q1 | $516K | Hold |
46,157
| – | – | 0.15% | 37 |
|
|
2021
Q4 | $380K | Sell |
46,157
-359
| -0.8% | -$2.96K | 0.11% | 41 |
|
|
2021
Q3 | $446K | Sell |
46,516
-358
| -0.8% | -$3.43K | 0.14% | 32 |
|
|
2021
Q2 | $498K | Hold |
46,874
| – | – | 0.15% | 30 |
|
|
2021
Q1 | $360K | Buy |
46,874
+40,565
| +643% | +$312K | 0.13% | 33 |
|
|
2020
Q4 | $39K | Sell |
6,309
-1,386
| -18% | -$8.57K | 0.01% | 137 |
|
|
2020
Q3 | $42K | Sell |
7,695
-840
| -10% | -$4.59K | 0.01% | 98 |
|
|
2020
Q2 | $61K | Sell |
8,535
-2,108
| -20% | -$15.1K | 0.02% | 78 |
|
|
2020
Q1 | $49K | Buy |
10,643
+304
| +3% | +$1.4K | 0.02% | 85 |
|
|
2019
Q4 | $133K | Sell |
10,339
-4,897
| -32% | -$63K | 0.12% | 47 |
|
|
2019
Q3 | $199K | Buy |
+15,236
| New | +$199K | 0.19% | 43 |
|