HoyleCohen’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$296K Buy
18,278
+63
+0.3% +$1.02K 0.02% 231
2024
Q1
$287K Hold
18,215
0.02% 239
2023
Q4
$251K Hold
18,215
0.02% 244
2023
Q3
$256K Sell
18,215
-1,705
-9% -$23.9K 0.02% 232
2023
Q2
$253K Hold
19,920
0.02% 237
2023
Q1
$248K Sell
19,920
-1,979
-9% -$24.7K 0.02% 234
2022
Q4
$260K Buy
21,899
+1,915
+10% +$22.7K 0.03% 236
2022
Q3
$220K Hold
19,984
0.02% 235
2022
Q2
$199K Hold
19,984
0.02% 247
2022
Q1
$224K Sell
19,984
-750
-4% -$8.41K 0.02% 252
2021
Q4
$171K Sell
20,734
-686
-3% -$5.66K 0.01% 269
2021
Q3
$205K Sell
21,420
-1,262
-6% -$12.1K 0.02% 259
2021
Q2
$241 Hold
22,682
0.02% 244
2021
Q1
$174K Sell
22,682
-21,651
-49% -$166K 0.02% 259
2020
Q4
$274K Sell
44,333
-3,039
-6% -$18.8K 0.03% 196
2020
Q3
$257K Sell
47,372
-613
-1% -$3.33K 0.04% 186
2020
Q2
$342K Sell
47,985
-3,735
-7% -$26.6K 0.06% 148
2020
Q1
$238K Sell
51,720
-2,202
-4% -$10.1K 0.05% 161
2019
Q4
$692K Sell
53,922
-3,691
-6% -$47.4K 0.11% 124
2019
Q3
$754K Buy
57,613
+3,517
+7% +$46K 0.13% 119
2019
Q2
$762K Buy
54,096
+5
+0% +$70 0.13% 118
2019
Q1
$831K Buy
54,091
+9,367
+21% +$144K 0.15% 112
2018
Q4
$591K Buy
+44,724
New +$591K 0.12% 112