BDO Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Hold |
19,335
| – | – | 0.03% | 236 |
|
|
2023
Q1 | $241K | Buy |
19,335
+9,910
| +105% | +$124K | 0.03% | 234 |
|
|
2022
Q4 | $112K | Hold |
9,425
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $104K | Hold |
9,425
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $94K | Hold |
9,425
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $105K | Hold |
9,425
| – | – | 0.01% | 333 |
|
|
2021
Q4 | $78K | Hold |
9,425
| – | – | 0.01% | 382 |
|
|
2021
Q3 | $90K | Hold |
9,425
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $100K | Hold |
9,425
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $72K | Hold |
9,425
| – | – | 0.01% | 401 |
|
|
2020
Q4 | $58K | Buy |
9,425
+1,425
| +18% | +$8.77K | 0.01% | 338 |
|
|
2020
Q3 | $43K | Hold |
8,000
| – | – | 0.01% | 347 |
|
|
2020
Q2 | $57K | Buy |
8,000
+5,000
| +167% | +$35.6K | 0.01% | 314 |
|
|
2020
Q1 | $14K | Buy |
3,000
+1,000
| +50% | +$4.67K | ﹤0.01% | 506 |
|
|
2019
Q4 | $26K | Buy |
2,000
+1,040
| +108% | +$13.5K | 0.01% | 363 |
|
|
2019
Q3 | $13K | Hold |
960
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $14K | Buy |
+960
| New | +$14K | ﹤0.01% | 412 |
|