INVST’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,647
| Closed | -$346K | – | 293 |
|
|
2024
Q4 | $346K | Hold |
17,647
| – | – | 0.04% | 197 |
|
|
2024
Q3 | $283K | Hold |
17,647
| – | – | 0.03% | 207 |
|
|
2024
Q2 | $289K | Buy |
17,647
+3,683
| +26% | +$60.3K | 0.03% | 213 |
|
|
2024
Q1 | $219K | Hold |
13,964
| – | – | 0.03% | 224 |
|
|
2023
Q4 | $195K | Buy |
13,964
+425
| +3% | +$5.94K | 0.02% | 210 |
|
|
2023
Q3 | $190K | Hold |
13,539
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $172K | Sell |
13,539
-1,145
| -8% | -$14.5K | 0.02% | 173 |
|
|
2023
Q1 | $188K | Sell |
14,684
-698
| -5% | -$8.93K | 0.03% | 157 |
|
|
2022
Q4 | $204K | Sell |
15,382
-537
| -3% | -$7.13K | 0.03% | 156 |
|
|
2022
Q3 | $181K | Buy |
15,919
+50
| +0.3% | +$569 | 0.03% | 160 |
|
|
2022
Q2 | $179K | Hold |
15,869
| – | – | 0.03% | 176 |
|
|
2022
Q1 | $172K | Sell |
15,869
-200
| -1% | -$2.17K | 0.03% | 178 |
|
|
2021
Q4 | $157K | Hold |
16,069
| – | – | 0.02% | 175 |
|
|
2021
Q3 | $154K | Buy |
16,069
+200
| +1% | +$1.92K | 0.02% | 188 |
|
|
2021
Q2 | $154K | Buy |
15,869
+548
| +4% | +$5.32K | 0.03% | 189 |
|
|
2021
Q1 | $132K | Buy |
15,321
+2,583
| +20% | +$22.3K | 0.02% | 192 |
|
|
2020
Q4 | $79K | Hold |
12,738
| – | – | 0.01% | 158 |
|
|
2020
Q3 | $69K | Hold |
12,738
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $90K | Hold |
12,738
| – | – | 0.03% | 145 |
|
|
2020
Q1 | $64K | Buy |
+12,738
| New | +$64K | 0.03% | 104 |
|