J.W. Cole Advisors’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
Q2 | $4.31M | Buy |
237,844
+18,866
| +9% | +$342K | 0.09% | 212 |
|
|
2025
Q1 | $4.07M | Buy |
218,978
+130,339
| +147% | +$2.42M | 0.13% | 168 |
|
|
2024
Q4 | $1.74M | Buy |
88,639
+4,815
| +6% | +$94.3K | 0.07% | 275 |
|
|
2024
Q3 | $1.35M | Sell |
83,824
-1,697
| -2% | -$27.2K | 0.06% | 324 |
|
|
2024
Q2 | $1.39M | Buy |
85,521
+17,147
| +25% | +$278K | 0.07% | 288 |
|
|
2024
Q1 | $1.08M | Buy |
68,374
+16,617
| +32% | +$261K | 0.05% | 333 |
|
|
2023
Q4 | $714K | Buy |
51,757
+14,182
| +38% | +$196K | 0.04% | 381 |
|
|
2023
Q3 | $527K | Buy |
37,575
+8,934
| +31% | +$125K | 0.04% | 404 |
|
|
2023
Q2 | $364K | Sell |
28,641
-4,230
| -13% | -$53.7K | 0.03% | 520 |
|
|
2023
Q1 | $410K | Buy |
32,871
+5,573
| +20% | +$69.5K | 0.03% | 496 |
|
|
2022
Q4 | $324K | Buy |
27,298
+2,319
| +9% | +$27.5K | 0.02% | 536 |
|
|
2022
Q3 | $276K | Sell |
24,979
-92,484
| -79% | -$1.02M | 0.02% | 569 |
|
|
2022
Q2 | $1.17M | Sell |
117,463
-5,988
| -5% | -$59.7K | 0.09% | 237 |
|
|
2022
Q1 | $1.38M | Buy |
123,451
+103,267
| +512% | +$1.16M | 0.09% | 235 |
|
|
2021
Q4 | $166K | Sell |
20,184
-14,716
| -42% | -$121K | 0.01% | 794 |
|
|
2021
Q3 | $334K | Sell |
34,900
-3,407
| -9% | -$32.6K | 0.02% | 333 |
|
|
2021
Q2 | $407K | Buy |
38,307
+9,338
| +32% | +$99.2K | 0.03% | 492 |
|
|
2021
Q1 | $222K | Buy |
28,969
+9,613
| +50% | +$73.7K | 0.02% | 599 |
|
|
2020
Q4 | $120K | Sell |
19,356
-310,475
| -94% | -$1.92M | 0.01% | 615 |
|
|
2020
Q3 | $1.79M | Buy |
329,831
+282,531
| +597% | +$1.53M | 0.14% | 164 |
|
|
2020
Q2 | $337K | Buy |
+47,300
| New | +$337K | 0.05% | 252 |
|
|
2020
Q1 | – | Sell |
-10,207
| Closed | -$131K | – | 213 |
|
|
2019
Q4 | $131K | Buy |
+10,207
| New | +$131K | 0.02% | 538 |
|