Capital Advisors Ltd’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 | $68K | Buy |
3,774
+67
| +2% | +$1.21K | 0.01% | 416 |
|
|
2025
Q1 | $69K | Buy |
3,707
+58
| +2% | +$1.08K | 0.01% | 402 |
|
|
2024
Q4 | $71K | Buy |
3,649
+556
| +18% | +$10.8K | 0.01% | 398 |
|
|
2024
Q3 | $50K | Buy |
3,093
+59
| +2% | +$954 | 0.01% | 452 |
|
|
2024
Q2 | $49K | Buy |
3,034
+476
| +19% | +$7.69K | 0.01% | 445 |
|
|
2024
Q1 | $40K | Buy |
2,558
+403
| +19% | +$6.3K | 0.01% | 474 |
|
|
2023
Q4 | $30K | Buy |
2,155
+48
| +2% | +$668 | ﹤0.01% | 501 |
|
|
2023
Q3 | $30K | Buy |
2,107
+49
| +2% | +$698 | ﹤0.01% | 485 |
|
|
2023
Q2 | $26K | Buy |
+2,058
| New | +$26K | ﹤0.01% | 528 |
|
|
2019
Q2 | – | Sell |
-6,805
| Closed | -$105K | – | 440 |
|
|
2019
Q1 | $105K | Hold |
6,805
| – | – | 0.03% | 210 |
|
|
2018
Q4 | $90K | Buy |
+6,805
| New | +$90K | 0.03% | 216 |
|