FirstPurpose Wealth’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
Q1 | $454K | Hold |
28,794
| – | – | 0.16% | 111 |
|
|
2023
Q4 | $397K | Buy |
28,794
+2,655
| +10% | +$36.6K | 0.15% | 122 |
|
|
2023
Q3 | $367K | Buy |
26,139
+2,000
| +8% | +$28.1K | 0.16% | 109 |
|
|
2023
Q2 | $307K | Hold |
24,139
| – | – | 0.13% | 137 |
|
|
2023
Q1 | $301K | Sell |
24,139
-22,800
| -49% | -$284K | 0.15% | 126 |
|
|
2022
Q4 | $557K | Buy |
46,939
+21,200
| +82% | +$252K | 0.31% | 62 |
|
|
2022
Q3 | $284K | Hold |
25,739
| – | – | 0.19% | 98 |
|
|
2022
Q2 | $257K | Buy |
25,739
+89
| +0.3% | +$889 | 0.17% | 107 |
|
|
2022
Q1 | $287K | Hold |
25,650
| – | – | 0.22% | 98 |
|
|
2021
Q4 | $211K | Buy |
+25,650
| New | +$211K | 0.13% | 131 |
|