Castleview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,825
| Closed | -$55.7K | – | 292 |
|
|
2024
Q4 | $55.7K | Buy |
2,825
+75
| +3% | +$1.48K | 0.03% | 326 |
|
|
2024
Q3 | $44.1K | Hold |
2,750
| – | – | 0.03% | 340 |
|
|
2024
Q2 | $44.6K | Buy |
+2,750
| New | +$44.6K | 0.03% | 342 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$55K | – | 776 |
|
|
2022
Q1 | $55K | Sell |
5,000
-1,766,801
| -100% | -$19.4M | 0.03% | 334 |
|
|
2021
Q4 | $215K | Buy |
+1,771,801
| New | +$215K | 1.72% | 9 |
|
|
2021
Q2 | $3.22M | Buy |
+303,010
| New | +$3.22M | 1.41% | 9 |
|
|
2018
Q1 | $622K | Buy |
+43,746
| New | +$622K | 0.51% | 49 |
|