IMA Advisory Services’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,400
Closed -$33.7K 122
2023
Q3
$33.7K Hold
2,400
0.01% 195
2023
Q2
$30.5K Buy
2,400
+1,200
+100% +$15.2K 0.01% 205
2023
Q1
$15K Hold
1,200
﹤0.01% 230
2022
Q4
$14.2K Buy
+1,200
New +$14.4K ﹤0.01% 241

Other funds holding ET

IMA Advisory Services's ET Position: Q4 2023 in Review

IMA Advisory Services sold out of Energy Transfer Partners (ET) in Q4 2023, closing a stake of 2,400 shares — an estimated $33.7K sold.

IMA Advisory Services first reported a position in ET in Q4 2022 and held it in 4 quarters. The position peaked at $33.7K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold ET as of Q4 2023.

  • IMA Advisory Services reported no remaining Energy Transfer Partners position as of Q4 2023 after selling out during the quarter.
  • IMA Advisory Services sold 2,400 Energy Transfer Partners shares in Q4 2023, an estimated $33.7K.
  • IMA Advisory Services first reported a position in Energy Transfer Partners in Q4 2022 and held it in 4 quarters.
  • IMA Advisory Services's Energy Transfer Partners position peaked at $33.7K in Q3 2023.
  • 1,055 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.