ICA Group Wealth Management’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 | $45.7K | Sell |
2,819
-10,875
| -79% | -$176K | 0.03% | 253 |
|
|
2024
Q1 | $215K | Buy |
13,694
+300
| +2% | +$4.72K | 0.04% | 264 |
|
|
2023
Q4 | $185K | Buy |
+13,394
| New | +$185K | 0.04% | 269 |
|
|
2023
Q3 | – | Sell |
-6,800
| Closed | -$86.4K | – | 508 |
|
|
2023
Q2 | $86.4K | Buy |
6,800
+2,875
| +73% | +$36.5K | 0.02% | 364 |
|
|
2023
Q1 | $48.9K | Buy |
3,925
+1,225
| +45% | +$15.3K | 0.01% | 493 |
|
|
2022
Q4 | $32K | Sell |
2,700
-30,069
| -92% | -$357K | 0.01% | 601 |
|
|
2022
Q3 | $361K | Buy |
32,769
+21,546
| +192% | +$237K | 0.08% | 232 |
|
|
2022
Q2 | $133K | Hold |
11,223
| – | – | 0.02% | 375 |
|
|
2022
Q1 | $133K | Buy |
+11,223
| New | +$133K | 0.03% | 371 |
|