Capasso Planning Partners’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
Q4 | – | Sell |
-17,500
| Closed | -$281K | – | 113 |
|
|
2024
Q3 | $281K | Hold |
17,500
| – | – | 0.08% | 124 |
|
|
2024
Q2 | $284K | Hold |
17,500
| – | – | 0.09% | 116 |
|
|
2024
Q1 | $275K | Hold |
17,500
| – | – | 0.11% | 89 |
|
|
2023
Q4 | $242K | Hold |
17,500
| – | – | 0.11% | 92 |
|
|
2023
Q3 | $246K | Hold |
17,500
| – | – | 0.13% | 83 |
|
|
2023
Q2 | $222K | Hold |
17,500
| – | – | 0.12% | 86 |
|
|
2023
Q1 | $218K | Hold |
17,500
| – | – | 0.13% | 88 |
|
|
2022
Q4 | $208K | Hold |
17,500
| – | – | 0.13% | 93 |
|
|
2022
Q3 | $193K | Hold |
17,500
| – | – | 0.13% | 85 |
|
|
2022
Q2 | $175K | Hold |
17,500
| – | – | 0.12% | 85 |
|
|
2022
Q1 | $196K | Buy |
17,500
+2,500
| +17% | +$28K | 0.14% | 86 |
|
|
2021
Q4 | $123K | Buy |
+15,000
| New | +$123K | 0.09% | 80 |
|