Brandywine Oak Private Wealth’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,872
| Closed | -$176K | – | 233 |
|
|
2023
Q2 | $176K | Hold |
13,872
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $173K | Hold |
13,872
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $165K | Buy |
13,872
+854
| +7% | +$10.1K | 0.02% | 244 |
|
|
2022
Q3 | $143K | Hold |
13,018
| – | – | 0.02% | 293 |
|
|
2022
Q2 | $129K | Buy |
+13,018
| New | +$129K | 0.02% | 313 |
|
|
2019
Q1 | – | Sell |
-4,472
| Closed | -$59K | – | 334 |
|
|
2018
Q4 | $59K | Buy |
+4,472
| New | +$59K | 0.01% | 343 |
|