Foundations Investment 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 | $1.7M | Buy |
93,741
+4,478
| +5% | +$81.2K | 0.03% | 333 |
|
|
2025
Q1 | $1.66M | Buy |
89,263
+6,530
| +8% | +$121K | 0.03% | 320 |
|
|
2024
Q4 | $1.62M | Buy |
82,733
+2,351
| +3% | +$46.1K | 0.03% | 324 |
|
|
2024
Q3 | $1.29M | Sell |
80,382
-1,354
| -2% | -$21.7K | 0.03% | 324 |
|
|
2024
Q2 | $1.33M | Sell |
81,736
-8,911
| -10% | -$145K | 0.03% | 293 |
|
|
2024
Q1 | $1.43M | Sell |
90,647
-3,690
| -4% | -$58K | 0.04% | 270 |
|
|
2023
Q4 | $1.36M | Sell |
94,337
-10,813
| -10% | -$155K | 0.04% | 268 |
|
|
2023
Q3 | $1.48M | Buy |
105,150
+12,285
| +13% | +$172K | 0.05% | 249 |
|
|
2023
Q2 | $1.18M | Sell |
92,865
-321
| -0.3% | -$4.08K | 0.04% | 244 |
|
|
2023
Q1 | $1.16M | Buy |
93,186
+2,913
| +3% | +$36.3K | 0.04% | 217 |
|
|
2022
Q4 | $1.07M | Buy |
90,273
+71,489
| +381% | +$849K | 0.04% | 195 |
|
|
2022
Q3 | $207K | Buy |
+18,784
| New | +$207K | 0.01% | 371 |
|
|
2019
Q2 | – | Sell |
-11,093
| Closed | -$171K | – | 121 |
|
|
2019
Q1 | $171K | Buy |
11,093
+192
| +2% | +$2.96K | 0.03% | 93 |
|
|
2018
Q4 | $165K | Buy |
+10,901
| New | +$165K | 0.03% | 99 |
|