HC Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,000
| Closed | -$16K | – | 317 |
|
2021
Q4 | $16K | Hold |
2,000
| – | – | 0.01% | 217 |
|
2021
Q3 | $19K | Hold |
2,000
| – | – | 0.01% | 196 |
|
2021
Q2 | $21K | Hold |
2,000
| – | – | 0.01% | 187 |
|
2021
Q1 | $15K | Hold |
2,000
| – | – | 0.01% | 213 |
|
2020
Q4 | $12K | Sell |
2,000
-804
| -29% | -$4.82K | 0.01% | 246 |
|
2020
Q3 | $15K | Buy |
2,804
+36
| +1% | +$193 | 0.01% | 208 |
|
2020
Q2 | $20K | Sell |
2,768
-700
| -20% | -$5.06K | 0.02% | 175 |
|
2020
Q1 | $16K | Buy |
+3,468
| New | +$16K | 0.01% | 193 |
|