Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.25M | Buy |
76,978
+13,606
| +21% | +$221K | 0.01% | 299 |
|
|
2024
Q1 | $997K | Buy |
63,372
+93
| +0.1% | +$1.46K | 0.01% | 337 |
|
|
2023
Q4 | $873K | Buy |
63,279
+819
| +1% | +$11.3K | 0.01% | 344 |
|
|
2023
Q3 | $876K | Buy |
62,460
+325
| +0.5% | +$4.56K | 0.01% | 313 |
|
|
2023
Q2 | $789K | Buy |
62,135
+7,661
| +14% | +$97.3K | 0.01% | 333 |
|
|
2023
Q1 | $647K | Hold |
54,474
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $647K | Sell |
54,474
-2,308
| -4% | -$27.4K | 0.01% | 330 |
|
|
2022
Q3 | $626K | Buy |
56,782
+1,413
| +3% | +$15.6K | 0.01% | 320 |
|
|
2022
Q2 | $553K | Sell |
55,369
-1,488
| -3% | -$14.9K | 0.01% | 354 |
|
|
2022
Q1 | $636K | Buy |
56,857
+546
| +1% | +$6.11K | 0.01% | 325 |
|
|
2021
Q4 | $463K | Buy |
56,311
+545
| +1% | +$4.48K | 0.01% | 383 |
|
|
2021
Q3 | $534K | Sell |
55,766
-220
| -0.4% | -$2.11K | 0.01% | 346 |
|
|
2021
Q2 | $595K | Sell |
55,986
-7,356
| -12% | -$78.2K | 0.01% | 320 |
|
|
2021
Q1 | $486K | Buy |
63,342
+310
| +0.5% | +$2.38K | 0.02% | 337 |
|
|
2020
Q4 | $390K | Buy |
63,032
+2,000
| +3% | +$12.4K | 0.02% | 365 |
|
|
2020
Q3 | $331K | Sell |
61,032
-2,911
| -5% | -$15.8K | 0.03% | 344 |
|
|
2020
Q2 | $455K | Buy |
63,943
+4,000
| +7% | +$28.5K | 0.04% | 233 |
|
|
2020
Q1 | $276K | Sell |
59,943
-2,000
| -3% | -$9.21K | 0.03% | 359 |
|
|
2019
Q4 | $795K | Buy |
61,943
+152
| +0.2% | +$1.95K | 0.08% | 190 |
|
|
2019
Q3 | $808K | Sell |
61,791
-2,200
| -3% | -$28.8K | 0.09% | 170 |
|
|
2019
Q2 | $901K | Buy |
63,991
+34,659
| +118% | +$488K | 0.1% | 157 |
|
|
2019
Q1 | $451K | Sell |
29,332
-1,511
| -5% | -$23.2K | 0.06% | 241 |
|
|
2018
Q4 | $407K | Buy |
+30,843
| New | +$407K | 0.06% | 215 |
|