Cape Investment Advisory’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 | $34.6K | Buy |
1,907
+9
| +0.5% | +$163 | 0.01% | 418 |
|
2025
Q1 | $35.3K | Buy |
1,898
+8
| +0.4% | +$149 | 0.01% | 390 |
|
2024
Q4 | $37K | Buy |
1,890
+9
| +0.5% | +$176 | 0.01% | 376 |
|
2024
Q3 | $30.2K | Buy |
1,881
+69
| +4% | +$1.11K | 0.01% | 394 |
|
2024
Q2 | $29.4K | Sell |
1,812
-68
| -4% | -$1.1K | 0.01% | 376 |
|
2024
Q1 | $29.6K | Sell |
1,880
-4,476
| -70% | -$70.4K | 0.01% | 386 |
|
2023
Q4 | $87.7K | Buy |
6,356
+4,956
| +354% | +$68.4K | 0.04% | 255 |
|
2023
Q3 | $19.6K | Hold |
1,400
| – | – | 0.01% | 446 |
|
2023
Q2 | $17.8K | Hold |
1,400
| – | – | 0.01% | 459 |
|
2023
Q1 | $17.5K | Buy |
+1,400
| New | +$17.5K | 0.01% | 446 |
|