Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-692
| Closed | -$7K | – | 378 |
|
|
2022
Q2 | $7K | Hold |
692
| – | – | ﹤0.01% | 647 |
|
|
2022
Q1 | $7K | Hold |
692
| – | – | ﹤0.01% | 690 |
|
|
2021
Q4 | $6K | Hold |
692
| – | – | ﹤0.01% | 670 |
|
|
2021
Q3 | $7K | Hold |
692
| – | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $7K | Hold |
692
| – | – | ﹤0.01% | 618 |
|
|
2021
Q1 | $5K | Sell |
692
-832
| -55% | -$6.01K | ﹤0.01% | 629 |
|
|
2020
Q4 | $9K | Buy |
+1,524
| New | +$9K | ﹤0.01% | 525 |
|