Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,486
| Closed | -$170K | – | 362 |
|
|
2024
Q2 | $170K | Hold |
10,486
| – | – | 0.01% | 356 |
|
|
2024
Q1 | $165K | Buy |
10,486
+300
| +3% | +$4.72K | 0.01% | 352 |
|
|
2023
Q4 | $141K | Buy |
+10,186
| New | +$141K | 0.01% | 333 |
|
|
2016
Q2 | – | Sell |
-19,789
| Closed | -$1.25M | – | 143 |
|
|
2016
Q1 | $1.25M | Buy |
19,789
+8,854
| +81% | +$561K | 0.2% | 78 |
|
|
2015
Q4 | $150K | Sell |
10,935
-13,543
| -55% | -$186K | 0.02% | 120 |
|
|
2015
Q3 | $1.57M | Sell |
24,478
-24,478
| -50% | -$1.57M | 0.23% | 76 |
|
|
2015
Q2 | $1.57M | Buy |
48,956
+8,538
| +21% | +$274K | 0.23% | 76 |
|
|
2015
Q1 | $1.28M | Buy |
40,418
+338
| +0.8% | +$10.7K | 0.04% | 94 |
|
|
2014
Q4 | $1.15M | Buy |
+40,080
| New | +$1.15M | 0.06% | 94 |
|
|
2014
Q1 | – | Sell |
-344,896
| Closed | -$7.05M | – | 135 |
|
|
2013
Q4 | $7.05M | Sell |
344,896
-50,296
| -13% | -$1.03M | 0.58% | 56 |
|
|
2013
Q3 | $6.5M | Buy |
395,192
+21,872
| +6% | +$360K | 0.58% | 55 |
|
|
2013
Q2 | $5.58M | Buy |
+373,320
| New | +$5.58M | 0.52% | 57 |
|