Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,854
| Closed | -$234K | – | 324 |
|
|
2024
Q1 | $234K | Sell |
14,854
-1,332
| -8% | -$21K | 0.04% | 386 |
|
|
2023
Q4 | $223K | Sell |
16,186
-38
| -0.2% | -$524 | 0.04% | 432 |
|
|
2023
Q3 | $228K | Sell |
16,224
-1,005
| -6% | -$14.1K | 0.04% | 417 |
|
|
2023
Q2 | $219K | Buy |
17,229
+1,249
| +8% | +$15.9K | 0.02% | 511 |
|
|
2023
Q1 | $199K | Sell |
15,980
-785
| -5% | -$9.79K | 0.02% | 524 |
|
|
2022
Q4 | $199K | Sell |
16,765
-519
| -3% | -$6.16K | 0.02% | 509 |
|
|
2022
Q3 | $191K | Sell |
17,284
-443
| -2% | -$4.9K | 0.03% | 480 |
|
|
2022
Q2 | $177K | Sell |
17,727
-8,851
| -33% | -$88.4K | 0.02% | 474 |
|
|
2022
Q1 | $297K | Buy |
26,578
+16,145
| +155% | +$180K | 0.03% | 431 |
|
|
2021
Q4 | $86K | Sell |
10,433
-467
| -4% | -$3.85K | 0.01% | 520 |
|
|
2021
Q3 | $104K | Sell |
10,900
-882
| -7% | -$8.42K | 0.01% | 497 |
|
|
2021
Q2 | $125K | Sell |
11,782
-2,086
| -15% | -$22.1K | 0.02% | 488 |
|
|
2021
Q1 | $107K | Sell |
13,868
-38,595
| -74% | -$298K | 0.02% | 458 |
|
|
2020
Q4 | $324K | Buy |
+52,463
| New | +$324K | 0.1% | 221 |
|