Fortis Group 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 | – | Sell |
-19,915
| Closed | -$370K | – | 537 |
|
|
2025
Q1 | $370K | Sell |
19,915
-14,325
| -42% | -$266K | 0.07% | 152 |
|
|
2024
Q4 | $671K | Buy |
34,240
+3,857
| +13% | +$75.6K | 0.12% | 117 |
|
|
2024
Q3 | $488K | Buy |
30,383
+1,452
| +5% | +$23.3K | 0.09% | 126 |
|
|
2024
Q2 | $469K | Sell |
28,931
-18,503
| -39% | -$300K | 0.09% | 121 |
|
|
2024
Q1 | $746K | Buy |
47,434
+7,610
| +19% | +$120K | 0.14% | 106 |
|
|
2023
Q4 | $497K | Hold |
39,824
| – | – | 0.12% | 75 |
|
|
2023
Q3 | $497K | Buy |
39,824
+1,928
| +5% | +$24K | 0.15% | 68 |
|
|
2023
Q2 | $481K | Sell |
37,896
-2,764
| -7% | -$35.1K | 0.13% | 88 |
|
|
2023
Q1 | $524K | Buy |
+40,660
| New | +$524K | 0.16% | 68 |
|