BW
Bison Wealth’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $625K | Sell |
31,892
-1,949
| -6% | -$38.2K | 0.14% | 125 |
|
|
2024
Q3 | $543K | Buy |
33,841
+1,143
| +3% | +$18.3K | 0.09% | 225 |
|
|
2024
Q2 | $514K | Hold |
32,698
| – | – | 0.08% | 239 |
|
|
2024
Q1 | $514K | Buy |
32,698
+4,005
| +14% | +$63K | 0.08% | 239 |
|
|
2023
Q4 | $396K | Buy |
28,693
+1,866
| +7% | +$25.8K | 0.07% | 271 |
|
|
2023
Q3 | $376K | Buy |
26,827
+1,944
| +8% | +$27.3K | 0.07% | 269 |
|
|
2023
Q2 | $316K | Buy |
24,883
+1,872
| +8% | +$23.8K | 0.06% | 280 |
|
|
2023
Q1 | $284K | Buy |
23,011
+1,002
| +5% | +$12.4K | 0.09% | 205 |
|
|
2022
Q4 | $288K | Buy |
22,009
+3,268
| +17% | +$42.8K | 0.09% | 212 |
|
|
2022
Q3 | $206K | Buy |
18,741
+3,000
| +19% | +$33K | 0.08% | 233 |
|
|
2022
Q2 | $157K | Sell |
15,741
-830
| -5% | -$8.28K | 0.09% | 185 |
|
|
2022
Q1 | $185K | Buy |
+16,571
| New | +$185K | 0.09% | 211 |
|
|
2019
Q4 | – | Sell |
-10,425
| Closed | -$136K | – | 391 |
|
|
2019
Q3 | $136K | Sell |
10,425
-1,208
| -10% | -$15.8K | 0.08% | 222 |
|
|
2019
Q2 | $164K | Buy |
+11,633
| New | +$164K | 0.1% | 219 |
|
|
2015
Q3 | – | Sell |
-46,143
| Closed | -$1.47M | – | 233 |
|
|
2015
Q2 | $1.47M | Buy |
+46,143
| New | +$1.47M | 0.86% | 27 |
|