Callan Capital’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
Q4
Sell
-55,923
Closed -$785K 241
2023
Q3
$785K Buy
+55,923
New +$785K 0.08% 92
2023
Q2
Sell
-11,246
Closed -$140K 188
2023
Q1
$140K Buy
+11,246
New +$140K 0.02% 175