Chase Investment Counsel’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
Q2 | $1.05M | Sell |
58,016
-51,199
| -47% | -$928K | 0.34% | 66 |
|
|
2025
Q1 | $2.03M | Buy |
109,215
+26,930
| +33% | +$501K | 0.74% | 43 |
|
|
2024
Q4 | $1.61M | Hold |
82,285
| – | – | 0.52% | 47 |
|
|
2024
Q3 | $1.32M | Buy |
82,285
+31,246
| +61% | +$501K | 0.44% | 59 |
|
|
2024
Q2 | $827K | Hold |
51,039
| – | – | 0.29% | 79 |
|
|
2024
Q1 | $802K | Hold |
51,039
| – | – | 0.3% | 81 |
|
|
2023
Q4 | $704K | Buy |
51,039
+880
| +2% | +$12.1K | 0.31% | 79 |
|
|
2023
Q3 | $703K | Sell |
50,159
-19,885
| -28% | -$279K | 0.35% | 71 |
|
|
2023
Q2 | $889K | Sell |
70,044
-6,710
| -9% | -$85.2K | 0.45% | 59 |
|
|
2023
Q1 | $957K | Buy |
+76,754
| New | +$957K | 0.53% | 56 |
|