Glass Jacobson 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 | $6.96K | Sell |
384
-17,937
| -98% | -$325K | ﹤0.01% | 454 |
|
|
2025
Q1 | $359K | Hold |
18,321
| – | – | 0.12% | 179 |
|
|
2024
Q4 | $359K | Sell |
18,321
-6,100
| -25% | -$119K | 0.12% | 179 |
|
|
2024
Q3 | $392K | Sell |
24,421
-650
| -3% | -$10.4K | 0.13% | 163 |
|
|
2024
Q2 | $407K | Sell |
25,071
-1,585
| -6% | -$25.7K | 0.15% | 153 |
|
|
2024
Q1 | $419K | Sell |
26,656
-1,785
| -6% | -$28.1K | 0.16% | 142 |
|
|
2023
Q4 | $392K | Sell |
28,441
-2,376
| -8% | -$32.8K | 0.16% | 145 |
|
|
2023
Q3 | $432K | Buy |
30,817
+566
| +2% | +$7.94K | 0.2% | 128 |
|
|
2023
Q2 | $384K | Buy |
+30,251
| New | +$384K | 0.18% | 145 |
|
|
2022
Q4 | $363K | Buy |
+30,620
| New | +$363K | 0.18% | 147 |
|