Avior Wealth Management’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 | $306K | Sell |
16,863
-72,215
| -81% | -$1.31M | 0.01% | 566 |
|
2025
Q1 | $1.66M | Buy |
89,078
+20,650
| +30% | +$384K | 0.06% | 194 |
|
2024
Q4 | $1.34M | Buy |
68,428
+7,560
| +12% | +$148K | 0.05% | 233 |
|
2024
Q3 | $977K | Buy |
60,868
+19,045
| +46% | +$306K | 0.04% | 293 |
|
2024
Q2 | $678K | Sell |
41,823
-19,016
| -31% | -$308K | 0.03% | 356 |
|
2024
Q1 | $957K | Buy |
60,839
+30,613
| +101% | +$482K | 0.04% | 297 |
|
2023
Q4 | $417K | Buy |
30,226
+1,361
| +5% | +$18.8K | 0.03% | 379 |
|
2023
Q3 | $405K | Buy |
28,865
+855
| +3% | +$12K | 0.03% | 375 |
|
2023
Q2 | $356K | Buy |
28,010
+643
| +2% | +$8.17K | 0.02% | 419 |
|
2023
Q1 | $341K | Buy |
27,367
+27,152
| +12,629% | +$339K | 0.02% | 430 |
|
2022
Q4 | $2.55K | Sell |
215
-1,254
| -85% | -$14.9K | ﹤0.01% | 1033 |
|
2022
Q3 | $16K | Buy |
1,469
+779
| +113% | +$8.49K | ﹤0.01% | 771 |
|
2022
Q2 | $6K | Buy |
690
+12
| +2% | +$104 | ﹤0.01% | 831 |
|
2022
Q1 | $7K | Buy |
678
+11
| +2% | +$114 | ﹤0.01% | 873 |
|
2021
Q4 | $5K | Buy |
667
+11
| +2% | +$82 | ﹤0.01% | 878 |
|
2021
Q3 | $6K | Sell |
656
-120
| -15% | -$1.1K | ﹤0.01% | 821 |
|
2021
Q2 | $8K | Buy |
776
+140
| +22% | +$1.44K | ﹤0.01% | 777 |
|
2021
Q1 | $4K | Buy |
636
+14
| +2% | +$88 | ﹤0.01% | 850 |
|
2020
Q4 | $3K | Sell |
622
-34,823
| -98% | -$168K | ﹤0.01% | 832 |
|
2020
Q3 | $191K | Sell |
35,445
-19,347
| -35% | -$104K | 0.03% | 380 |
|
2020
Q2 | $389K | Buy |
54,792
+9,917
| +22% | +$70.4K | 0.06% | 284 |
|
2020
Q1 | $206K | Hold |
44,875
| – | – | 0.04% | 340 |
|
2019
Q4 | $575K | Buy |
44,875
+1,073
| +2% | +$13.7K | 0.09% | 212 |
|
2019
Q3 | $572K | Hold |
43,802
| – | – | 0.1% | 193 |
|
2019
Q2 | $617K | Buy |
43,802
+1,358
| +3% | +$19.1K | 0.11% | 178 |
|
2019
Q1 | $652K | Sell |
42,444
-2,645
| -6% | -$40.6K | 0.14% | 159 |
|
2018
Q4 | $595K | Buy |
45,089
+24,075
| +115% | +$318K | 0.14% | 148 |
|
2018
Q3 | $366K | Sell |
21,014
-727
| -3% | -$12.7K | 0.08% | 230 |
|
2018
Q2 | $375K | Sell |
21,741
-2,105
| -9% | -$36.3K | 0.08% | 213 |
|
2018
Q1 | $339K | Buy |
23,846
+1,382
| +6% | +$19.6K | 0.08% | 217 |
|
2017
Q4 | $388K | Buy |
22,464
+21,132
| +1,586% | +$365K | 0.09% | 202 |
|
2017
Q3 | $23K | Sell |
1,332
-196
| -13% | -$3.38K | 0.01% | 266 |
|
2017
Q2 | $27K | Hold |
1,528
| – | – | 0.01% | 234 |
|
2017
Q1 | $30K | Buy |
1,528
+374
| +32% | +$7.34K | 0.01% | 268 |
|
2016
Q4 | $22K | Buy |
1,154
+144
| +14% | +$2.75K | 0.01% | 280 |
|
2016
Q3 | $17K | Hold |
1,010
| – | – | 0.01% | 305 |
|
2016
Q2 | $15K | Sell |
1,010
-443
| -30% | -$6.58K | 0.01% | 313 |
|
2016
Q1 | $10K | Buy |
1,453
+225
| +18% | +$1.55K | ﹤0.01% | 342 |
|
2015
Q4 | $17K | Buy |
1,228
+122
| +11% | +$1.69K | 0.01% | 261 |
|
2015
Q3 | $23K | Sell |
1,106
-226
| -17% | -$4.7K | 0.01% | 222 |
|
2015
Q2 | $43K | Buy |
+1,332
| New | +$43K | 0.03% | 142 |
|