Fermata 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 | $247K | Buy |
13,619
+2,113
| +18% | +$38.3K | 0.07% | 194 |
|
|
2025
Q1 | $214K | Sell |
11,506
-1,810
| -14% | -$33.6K | 0.04% | 258 |
|
|
2024
Q4 | $261K | Sell |
13,316
-1,619
| -11% | -$31.7K | 0.05% | 218 |
|
|
2024
Q3 | $240K | Buy |
14,935
+1,110
| +8% | +$17.8K | 0.05% | 211 |
|
|
2024
Q2 | $224K | Buy |
+13,825
| New | +$224K | 0.05% | 200 |
|