Foster Victor Wealth 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 | $415K | Buy |
23,534
+238
| +1% | +$4.2K | 0.03% | 151 |
|
2025
Q1 | $380K | Buy |
23,296
+5,263
| +29% | +$85.9K | 0.03% | 150 |
|
2024
Q4 | $366K | Buy |
18,033
+26
| +0.1% | +$528 | 0.03% | 145 |
|
2024
Q3 | $293K | Buy |
18,007
+27
| +0.2% | +$439 | 0.02% | 161 |
|
2024
Q2 | $294K | Sell |
17,980
-9
| -0.1% | -$147 | 0.02% | 158 |
|
2024
Q1 | $282K | Sell |
17,989
-47
| -0.3% | -$737 | 0.03% | 147 |
|
2023
Q4 | $252K | Buy |
18,036
+1,012
| +6% | +$14.1K | 0.03% | 145 |
|
2023
Q3 | $229K | Buy |
17,024
+110
| +0.7% | +$1.48K | 0.03% | 141 |
|
2023
Q2 | $217K | Buy |
16,914
+81
| +0.5% | +$1.04K | 0.02% | 148 |
|
2023
Q1 | $215K | Buy |
16,833
+481
| +3% | +$6.13K | 0.03% | 152 |
|
2022
Q4 | $199K | Buy |
16,352
+343
| +2% | +$4.17K | 0.03% | 153 |
|
2022
Q3 | $185K | Buy |
16,009
+17
| +0.1% | +$196 | 0.03% | 137 |
|
2022
Q2 | $153K | Buy |
15,992
+38
| +0.2% | +$364 | 0.02% | 132 |
|
2022
Q1 | $177K | Buy |
15,954
+43
| +0.3% | +$477 | 0.02% | 134 |
|
2021
Q4 | $153K | Buy |
15,911
+273
| +2% | +$2.63K | 0.02% | 139 |
|
2021
Q3 | $150K | Buy |
15,638
+78
| +0.5% | +$748 | 0.02% | 136 |
|
2021
Q2 | $165K | Sell |
15,560
-1,731
| -10% | -$18.4K | 0.03% | 137 |
|
2021
Q1 | $138K | Buy |
17,291
+1,805
| +12% | +$14.4K | 0.03% | 134 |
|
2020
Q4 | $96K | Sell |
15,486
-178
| -1% | -$1.1K | 0.02% | 131 |
|
2020
Q3 | $85K | Buy |
+15,664
| New | +$85K | 0.02% | 134 |
|