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BlueSky Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

BlueSky Wealth Advisors’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-52,460
Closed -$736K – 72
2023
Q3 		$736K Buy
+52,460
New +$696K 0.15% 42

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TCA
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UBS Group
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BlueSky Wealth Advisors's ET Position: Q4 2023 in Review

BlueSky Wealth Advisors sold out of Energy Transfer Partners (ET) in Q4 2023, closing a stake of 52,460 shares — an estimated $736K sold.

BlueSky Wealth Advisors first reported a position in ET in Q3 2023 and held it in 1 quarter. The position peaked at $736K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

  • BlueSky Wealth Advisors reported no remaining Energy Transfer Partners position as of Q4 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 52,460 Energy Transfer Partners shares in Q4 2023, an estimated $736K.
  • BlueSky Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2023 and held it in 1 quarter.
  • BlueSky Wealth Advisors's Energy Transfer Partners position peaked at $736K in Q3 2023.
  • 1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.