Cedar Wealth Management’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 |
-5,000
| Closed | -$80.3K | – | 208 |
|
|
2024
Q3 | $80.3K | Hold |
5,000
| – | – | 0.02% | 136 |
|
|
2024
Q2 | $81.1K | Buy |
+5,000
| New | +$81.1K | 0.03% | 138 |
|
|
2019
Q4 | – | Sell |
-3,454
| Closed | -$45K | – | 173 |
|
|
2019
Q3 | $45K | Hold |
3,454
| – | – | 0.03% | 97 |
|
|
2019
Q2 | $49K | Buy |
3,454
+270
| +8% | +$3.83K | 0.03% | 107 |
|
|
2019
Q1 | $49K | Buy |
3,184
+310
| +11% | +$4.77K | 0.03% | 100 |
|
|
2018
Q4 | $38K | Buy |
2,874
+694
| +32% | +$9.18K | 0.03% | 93 |
|
|
2018
Q3 | $38K | Sell |
2,180
-1,080
| -33% | -$18.8K | 0.02% | 94 |
|
|
2018
Q2 | $56K | Sell |
3,260
-14,670
| -82% | -$252K | 0.03% | 76 |
|
|
2018
Q1 | $255K | Hold |
17,930
| – | – | 0.16% | 41 |
|
|
2017
Q4 | $309K | Hold |
17,930
| – | – | 0.18% | 32 |
|
|
2017
Q3 | $312K | Hold |
17,930
| – | – | 0.19% | 31 |
|
|
2017
Q2 | $322K | Hold |
17,930
| – | – | 0.21% | 26 |
|
|
2017
Q1 | $354K | Hold |
17,930
| – | – | 0.22% | 24 |
|
|
2016
Q4 | $346K | Buy |
+17,930
| New | +$346K | 0.24% | 22 |
|
|
2016
Q3 | – | Sell |
-17,930
| Closed | -$258K | – | 123 |
|
|
2016
Q2 | $258K | Buy |
+17,930
| New | +$258K | 0.16% | 28 |
|