Clearstead Advisors’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 | – | Hold |
0
| – | – | – | 2772 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2233 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2117 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2056 |
|
|
2024
Q2 | – | Sell |
-3,925
| Closed | -$62.1K | – | 2043 |
|
|
2024
Q1 | $62.1K | Buy |
3,925
+1,883
| +92% | +$29.8K | ﹤0.01% | 717 |
|
|
2023
Q4 | $28.2K | Buy |
2,042
+1,728
| +550% | +$23.8K | ﹤0.01% | 878 |
|
|
2023
Q3 | $4.42K | Buy |
314
+160
| +104% | +$2.25K | ﹤0.01% | 1266 |
|
|
2023
Q2 | $1.95K | Buy |
154
+4
| +3% | +$51 | ﹤0.01% | 1159 |
|
|
2023
Q1 | $1.87K | Buy |
+150
| New | +$1.87K | ﹤0.01% | 1147 |
|
|
2020
Q4 | – | Sell |
-2,100
| Closed | -$11K | – | 987 |
|
|
2020
Q3 | $11K | Buy |
+2,100
| New | +$11K | ﹤0.01% | 652 |
|
|
2019
Q4 | – | Sell |
-10,495
| Closed | -$138K | – | 283 |
|
|
2019
Q3 | $138K | Buy |
+10,495
| New | +$138K | 0.02% | 262 |
|
|
2019
Q2 | – | Sell |
-25,690
| Closed | -$395K | – | 266 |
|
|
2019
Q1 | $395K | Buy |
+25,690
| New | +$395K | 0.05% | 188 |
|
|
2018
Q4 | – | Hold |
0
| – | -$225K | – | 191 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 211 |
|