Icon Wealth Partners’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.29M | Sell |
163,540
-533
| -0.3% | -$7.48K | 0.26% | 77 |
|
|
2023
Q2 | $2.08M | Buy |
164,073
+493
| +0.3% | +$6.26K | 0.22% | 87 |
|
|
2023
Q1 | $2.04M | Buy |
+163,580
| New | +$2.04M | 0.22% | 95 |
|
|
2022
Q2 | $1.71M | Buy |
171,635
+619
| +0.4% | +$6.18K | 0.2% | 107 |
|
|
2022
Q1 | $1.91M | Buy |
171,016
+2,890
| +2% | +$32.3K | 0.19% | 99 |
|
|
2021
Q4 | $1.38M | Sell |
168,126
-13,954
| -8% | -$115K | 0.14% | 131 |
|
|
2021
Q3 | $1.74M | Buy |
182,080
+21
| +0% | +$201 | 0.18% | 120 |
|
|
2021
Q2 | $1.94M | Buy |
182,059
+1,970
| +1% | +$20.9K | 0.21% | 102 |
|
|
2021
Q1 | $1.38M | Buy |
180,089
+346
| +0.2% | +$2.66K | 0.17% | 115 |
|
|
2020
Q4 | $1.11M | Buy |
179,743
+1,226
| +0.7% | +$7.58K | 0.18% | 108 |
|
|
2020
Q3 | $968K | Sell |
178,517
-8,136
| -4% | -$44.1K | 0.19% | 101 |
|
|
2020
Q2 | $1.33M | Sell |
186,653
-5,881
| -3% | -$41.9K | 0.32% | 61 |
|
|
2020
Q1 | $886K | Buy |
192,534
+3,313
| +2% | +$15.2K | 0.35% | 41 |
|
|
2019
Q4 | $2.43M | Sell |
189,221
-57,927
| -23% | -$743K | 0.77% | 21 |
|
|
2019
Q3 | $3.23M | Sell |
247,148
-4,799
| -2% | -$62.8K | 1.11% | 17 |
|
|
2019
Q2 | $3.55M | Buy |
251,947
+9,966
| +4% | +$140K | 1.25% | 17 |
|
|
2019
Q1 | $3.72M | Buy |
241,981
+5,543
| +2% | +$85.2K | 1.39% | 14 |
|
|
2018
Q4 | $3.12M | Buy |
236,438
+179,292
| +314% | +$2.37M | 1.51% | 12 |
|
|
2018
Q3 | $996K | Buy |
57,146
+651
| +1% | +$11.3K | 0.42% | 44 |
|
|
2018
Q2 | $975K | Sell |
56,495
-1,176
| -2% | -$20.3K | 0.41% | 37 |
|
|
2018
Q1 | $819K | Buy |
57,671
+5,011
| +10% | +$71.2K | 0.44% | 56 |
|
|
2017
Q4 | $909K | Buy |
+52,660
| New | +$909K | 0.45% | 53 |
|