Birch Capital 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 |
-66,045
| Closed | -$1.04M | – | 88 |
|
|
2024
Q1 | $1.04M | Hold |
66,045
| – | – | 0.54% | 39 |
|
|
2023
Q4 | $911K | Sell |
66,045
-1
| -0% | -$14 | 0.52% | 40 |
|
|
2023
Q3 | $927K | Buy |
+66,046
| New | +$927K | 0.59% | 40 |
|
|
2020
Q2 | – | Sell |
-15,159
| Closed | -$70K | – | 89 |
|
|
2020
Q1 | $70K | Buy |
+15,159
| New | +$70K | 0.08% | 66 |
|