CSIA
Carl Stuart Investment Advisor’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,994
| Closed | -$207K | – | 20 |
|
|
2023
Q4 | $207K | Buy |
14,994
+253
| +2% | +$3.49K | 0.14% | 30 |
|
|
2023
Q3 | $203K | Buy |
14,741
+254
| +2% | +$3.5K | 0.16% | 22 |
|
|
2023
Q2 | $184K | Buy |
14,487
+251
| +2% | +$3.19K | 0.14% | 23 |
|
|
2023
Q1 | $2.29K | Buy |
14,236
+234
| +2% | +$38 | ﹤0.01% | 39 |
|
|
2022
Q4 | $166K | Buy |
14,002
+215
| +2% | +$2.55K | 0.15% | 25 |
|
|
2022
Q3 | $163K | Buy |
+13,787
| New | +$163K | 0.14% | 24 |
|
|
2022
Q2 | – | Sell |
-2,411
| Closed | -$270K | – | 45 |
|
|
2022
Q1 | $270K | Buy |
+2,411
| New | +$270K | 0.02% | 89 |
|