Fortem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Sell |
181,282
-14,168
| -7% | -$257K | 1.06% | 24 |
|
|
2025
Q1 | $3.63M | Sell |
195,450
-10,422
| -5% | -$194K | 1.41% | 17 |
|
|
2024
Q4 | $4.03M | Buy |
205,872
+5,566
| +3% | +$109K | 1.56% | 16 |
|
|
2024
Q3 | $3.21M | Buy |
200,306
+11,455
| +6% | +$184K | 1.31% | 18 |
|
|
2024
Q2 | $3.06M | Sell |
188,851
-16,787
| -8% | -$272K | 1.32% | 17 |
|
|
2024
Q1 | $3.23M | Buy |
205,638
+6
| +0% | +$94 | 1.42% | 17 |
|
|
2023
Q4 | $2.84M | Sell |
205,632
-10,194
| -5% | -$141K | 1.41% | 15 |
|
|
2023
Q3 | $3.03M | Sell |
215,826
-16,405
| -7% | -$230K | 1.78% | 13 |
|
|
2023
Q2 | $2.95M | Sell |
232,231
-8,396
| -3% | -$107K | 1.75% | 13 |
|
|
2023
Q1 | $3M | Buy |
240,627
+3,509
| +1% | +$43.8K | 1.95% | 8 |
|
|
2022
Q4 | $2.81M | Buy |
237,118
+4,752
| +2% | +$56.4K | 1.65% | 10 |
|
|
2022
Q3 | $2.56M | Buy |
232,366
+11,565
| +5% | +$128K | 1.77% | 9 |
|
|
2022
Q2 | $2.2M | Buy |
220,801
+103,872
| +89% | +$1.04M | 1.44% | 12 |
|
|
2022
Q1 | $1.31M | Buy |
116,929
+15,527
| +15% | +$174K | 0.57% | 73 |
|
|
2021
Q4 | $835K | Buy |
101,402
+2,102
| +2% | +$17.3K | 0.38% | 86 |
|
|
2021
Q3 | $951K | Buy |
99,300
+6,500
| +7% | +$62.3K | 0.48% | 75 |
|
|
2021
Q2 | $986K | Buy |
92,800
+10,900
| +13% | +$116K | 0.5% | 75 |
|
|
2021
Q1 | $629K | Buy |
81,900
+42,500
| +108% | +$326K | 0.36% | 88 |
|
|
2020
Q4 | $243K | Buy |
39,400
+11,800
| +43% | +$72.8K | 0.15% | 139 |
|
|
2020
Q3 | $150K | Buy |
+27,600
| New | +$150K | 0.11% | 134 |
|
|
2020
Q2 | – | Sell |
-22,100
| Closed | -$102K | – | 136 |
|
|
2020
Q1 | $102K | Buy |
+22,100
| New | +$102K | 0.09% | 116 |
|
|
2019
Q4 | – | Sell |
-11,100
| Closed | -$145K | – | 126 |
|
|
2019
Q3 | $145K | Hold |
11,100
| – | – | 0.12% | 107 |
|
|
2019
Q2 | $156K | Buy |
+11,100
| New | +$156K | 0.16% | 133 |
|