Clear Creek Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28,727
| Closed | -$403K | – | 350 |
|
|
2023
Q3 | $403K | Sell |
28,727
-924
| -3% | -$13K | 0.07% | 196 |
|
|
2023
Q2 | $377K | Buy |
29,651
+6
| +0% | +$76 | 0.07% | 212 |
|
|
2023
Q1 | $370K | Buy |
29,645
+1,361
| +5% | +$17K | 0.07% | 199 |
|
|
2022
Q4 | $336K | Buy |
28,284
+5,070
| +22% | +$60.2K | 0.07% | 197 |
|
|
2022
Q3 | $256K | Buy |
23,214
+694
| +3% | +$7.65K | 0.06% | 216 |
|
|
2022
Q2 | $225K | Sell |
22,520
-3,715
| -14% | -$37.1K | 0.05% | 257 |
|
|
2022
Q1 | $294K | Buy |
26,235
+496
| +2% | +$5.56K | 0.05% | 257 |
|
|
2021
Q4 | $212K | Buy |
25,739
+1,962
| +8% | +$16.2K | 0.03% | 316 |
|
|
2021
Q3 | $228K | Buy |
23,777
+4,720
| +25% | +$45.3K | 0.04% | 274 |
|
|
2021
Q2 | $203K | Buy |
+19,057
| New | +$203K | 0.03% | 304 |
|
|
2021
Q1 | – | Sell |
-20,152
| Closed | -$124K | – | 108 |
|
|
2020
Q4 | $124K | Buy |
+20,152
| New | +$124K | 0.02% | 289 |
|