Cooper Financial Group’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 |
-25,993
| Closed | -$417K | – | 392 |
|
2024
Q3 | $417K | Buy |
+25,993
| New | +$417K | 0.05% | 269 |
|
2024
Q2 | – | Sell |
-25,993
| Closed | -$409K | – | 378 |
|
2024
Q1 | $409K | Hold |
25,993
| – | – | 0.07% | 247 |
|
2023
Q4 | $359K | Buy |
25,993
+14,393
| +124% | +$199K | 0.07% | 249 |
|
2023
Q3 | $163K | Buy |
11,600
+1,000
| +9% | +$14K | 0.04% | 318 |
|
2023
Q2 | $135K | Buy |
+10,600
| New | +$135K | 0.03% | 312 |
|