Bogart Wealth LLC’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
32,788
+604
| +2% | +$11K | 0.03% | 150 |
|
|
2025
Q1 | $598K | Buy |
32,184
+424
| +1% | +$7.88K | 0.03% | 147 |
|
|
2024
Q4 | $622K | Buy |
31,760
+7,842
| +33% | +$154K | 0.03% | 141 |
|
|
2024
Q3 | $384K | Buy |
23,918
+402
| +2% | +$6.45K | 0.02% | 171 |
|
|
2024
Q2 | $381K | Buy |
23,516
+458
| +2% | +$7.43K | 0.02% | 162 |
|
|
2024
Q1 | $363K | Buy |
23,058
+338
| +1% | +$5.32K | 0.02% | 162 |
|
|
2023
Q4 | $314K | Buy |
22,720
+492
| +2% | +$6.79K | 0.02% | 173 |
|
|
2023
Q3 | $312K | Buy |
22,228
+2,214
| +11% | +$31.1K | 0.02% | 166 |
|
|
2023
Q2 | $254K | Buy |
20,014
+1,609
| +9% | +$20.4K | 0.02% | 181 |
|
|
2023
Q1 | $230K | Buy |
18,405
+1,108
| +6% | +$13.8K | 0.02% | 172 |
|
|
2022
Q4 | $205K | Buy |
17,297
+1,571
| +10% | +$18.6K | 0.01% | 178 |
|
|
2022
Q3 | $173K | Sell |
15,726
-1,494
| -9% | -$16.4K | 0.01% | 178 |
|
|
2022
Q2 | $172K | Buy |
17,220
+773
| +5% | +$7.72K | 0.02% | 168 |
|
|
2022
Q1 | $184K | Buy |
16,447
+2,944
| +22% | +$32.9K | 0.02% | 160 |
|
|
2021
Q4 | $111K | Buy |
13,503
+1,263
| +10% | +$10.4K | 0.01% | 188 |
|
|
2021
Q3 | $117K | Buy |
12,240
+102
| +0.8% | +$975 | 0.01% | 176 |
|
|
2021
Q2 | $129K | Buy |
12,138
+134
| +1% | +$1.42K | 0.01% | 165 |
|
|
2021
Q1 | $92K | Buy |
12,004
+3,019
| +34% | +$23.1K | 0.01% | 174 |
|
|
2020
Q4 | $55K | Buy |
8,985
+200
| +2% | +$1.22K | 0.01% | 193 |
|
|
2020
Q3 | $47K | Hold |
8,785
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $63K | Sell |
8,785
-2,225
| -20% | -$16K | 0.01% | 163 |
|
|
2020
Q1 | $51K | Hold |
11,010
| – | – | 0.01% | 163 |
|
|
2019
Q4 | $141K | Buy |
11,010
+478
| +5% | +$6.12K | 0.05% | 123 |
|
|
2019
Q3 | $138K | Hold |
10,532
| – | – | 0.07% | 107 |
|
|
2019
Q2 | $148K | Buy |
10,532
+1,001
| +11% | +$14.1K | 0.09% | 103 |
|
|
2019
Q1 | $146K | Sell |
9,531
-753
| -7% | -$11.5K | 0.07% | 99 |
|
|
2018
Q4 | $135K | Buy |
10,284
+7,195
| +233% | +$94.5K | 0.07% | 94 |
|
|
2018
Q3 | $54K | Hold |
3,089
| – | – | 0.03% | 141 |
|
|
2018
Q2 | $53K | Buy |
3,089
+329
| +12% | +$5.65K | 0.03% | 140 |
|
|
2018
Q1 | $40K | Hold |
2,760
| – | – | 0.02% | 153 |
|
|
2017
Q4 | $48K | Hold |
2,760
| – | – | 0.03% | 146 |
|
|
2017
Q3 | $49K | Buy |
+2,760
| New | +$49K | 0.04% | 132 |
|