Dynamic Advisor Solutions’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
144,850
+18,107
| +14% | +$328K | 0.08% | 248 |
|
|
2025
Q1 | $2.36M | Sell |
126,743
-14,040
| -10% | -$261K | 0.08% | 251 |
|
|
2024
Q4 | $2.76M | Buy |
140,783
+3,123
| +2% | +$61.2K | 0.12% | 171 |
|
|
2024
Q3 | $2.21M | Buy |
137,660
+7,344
| +6% | +$118K | 0.07% | 277 |
|
|
2024
Q2 | $2.11M | Buy |
130,316
+16,492
| +14% | +$267K | 0.07% | 282 |
|
|
2024
Q1 | $1.79M | Buy |
113,824
+7,496
| +7% | +$118K | 0.06% | 318 |
|
|
2023
Q4 | $1.48M | Buy |
106,328
+24,156
| +29% | +$337K | 0.06% | 335 |
|
|
2023
Q3 | $1.15M | Buy |
82,172
+44,289
| +117% | +$621K | 0.05% | 322 |
|
|
2023
Q2 | $481K | Sell |
37,883
-40,245
| -52% | -$511K | 0.03% | 507 |
|
|
2023
Q1 | $974K | Buy |
78,128
+16,858
| +28% | +$210K | 0.06% | 324 |
|
|
2022
Q4 | $727K | Buy |
61,270
+30,791
| +101% | +$365K | 0.05% | 346 |
|
|
2022
Q3 | $336K | Buy |
30,479
+469
| +2% | +$5.17K | 0.03% | 492 |
|
|
2022
Q2 | $299K | Sell |
30,010
-1,281
| -4% | -$12.8K | 0.02% | 528 |
|
|
2022
Q1 | $350K | Buy |
31,291
+3,609
| +13% | +$40.4K | 0.02% | 518 |
|
|
2021
Q4 | $228K | Sell |
27,682
-1,034
| -4% | -$8.52K | 0.02% | 646 |
|
|
2021
Q3 | $275K | Buy |
28,716
+146
| +0.5% | +$1.4K | 0.02% | 599 |
|
|
2021
Q2 | $304K | Sell |
28,570
-4,674
| -14% | -$49.7K | 0.02% | 538 |
|
|
2021
Q1 | $255K | Sell |
33,244
-19,210
| -37% | -$147K | 0.02% | 540 |
|
|
2020
Q4 | $324K | Sell |
52,454
-2,128
| -4% | -$13.1K | 0.03% | 470 |
|
|
2020
Q3 | $296K | Buy |
54,582
+95
| +0.2% | +$515 | 0.03% | 433 |
|
|
2020
Q2 | $388K | Buy |
54,487
+9,192
| +20% | +$65.5K | 0.05% | 329 |
|
|
2020
Q1 | $208K | Buy |
45,295
+8,276
| +22% | +$38K | 0.04% | 398 |
|
|
2019
Q4 | $475K | Sell |
37,019
-161
| -0.4% | -$2.07K | 0.06% | 314 |
|
|
2019
Q3 | $486K | Sell |
37,180
-845
| -2% | -$11K | 0.08% | 281 |
|
|
2019
Q2 | $535K | Buy |
38,025
+2,208
| +6% | +$31.1K | 0.09% | 245 |
|
|
2019
Q1 | $551K | Sell |
35,817
-1,530
| -4% | -$23.5K | 0.1% | 209 |
|
|
2018
Q4 | $536K | Buy |
+37,347
| New | +$536K | 0.11% | 190 |
|