Capstone Financial Advisors’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 |
-12,041
| Closed | -$193K | – | 158 |
|
|
2024
Q3 | $193K | Hold |
12,041
| – | – | 0.01% | 141 |
|
|
2024
Q2 | $195K | Hold |
12,041
| – | – | 0.01% | 138 |
|
|
2024
Q1 | $189K | Hold |
12,041
| – | – | 0.01% | 132 |
|
|
2023
Q4 | $166K | Buy |
12,041
+931
| +8% | +$12.8K | 0.01% | 138 |
|
|
2023
Q3 | $156K | Hold |
11,110
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $141K | Buy |
11,110
+3
| +0% | +$38 | 0.01% | 127 |
|
|
2023
Q1 | $139K | Buy |
11,107
+258
| +2% | +$3.22K | 0.01% | 120 |
|
|
2022
Q4 | $129K | Buy |
10,849
+473
| +5% | +$5.61K | 0.01% | 119 |
|
|
2022
Q3 | $114K | Buy |
10,376
+198
| +2% | +$2.18K | 0.01% | 115 |
|
|
2022
Q2 | $102K | Buy |
10,178
+178
| +2% | +$1.78K | 0.01% | 118 |
|
|
2022
Q1 | $112K | Hold |
10,000
| – | – | 0.01% | 123 |
|
|
2021
Q4 | $82K | Hold |
10,000
| – | – | 0.01% | 128 |
|
|
2021
Q3 | $96K | Buy |
+10,000
| New | +$96K | 0.01% | 130 |
|