JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,709
| Closed | -$51.2K | – | 688 |
|
|
2023
Q4 | $51.2K | Buy |
3,709
+3,687
| +16,759% | +$50.9K | 0.01% | 276 |
|
|
2023
Q3 | $309 | Buy |
+22
| New | +$309 | ﹤0.01% | 716 |
|
|
2021
Q2 | – | Sell |
-644
| Closed | -$5K | – | 690 |
|
|
2021
Q1 | $5K | Hold |
644
| – | – | ﹤0.01% | 526 |
|
|
2020
Q4 | $4K | Hold |
644
| – | – | ﹤0.01% | 507 |
|
|
2020
Q3 | $3K | Hold |
644
| – | – | ﹤0.01% | 493 |
|
|
2020
Q2 | $5K | Hold |
644
| – | – | ﹤0.01% | 455 |
|
|
2020
Q1 | $3K | Hold |
644
| – | – | ﹤0.01% | 484 |
|
|
2019
Q4 | $8K | Hold |
644
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $8K | Sell |
644
-192
| -23% | -$2.39K | ﹤0.01% | 427 |
|
|
2019
Q2 | $12K | Buy |
836
+192
| +30% | +$2.76K | ﹤0.01% | 411 |
|
|
2019
Q1 | $10K | Hold |
644
| – | – | ﹤0.01% | 402 |
|
|
2018
Q4 | $9K | Buy |
+644
| New | +$9K | ﹤0.01% | 387 |
|
|
2016
Q4 | – | Sell |
-55,000
| Closed | -$923K | – | 750 |
|
|
2016
Q3 | $923K | Buy |
+55,000
| New | +$923K | 0.13% | 52 |
|
|
2016
Q2 | – | Sell |
-70
| Closed | – | – | 523 |
|
|
2016
Q1 | $0 | Hold |
70
| – | – | ﹤0.01% | 546 |
|
|
2015
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 487 |
|
|
2015
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 495 |
|
|
2015
Q2 | $2K | Sell |
70
-30
| -30% | -$857 | ﹤0.01% | 473 |
|
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 452 |
|
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2014
Q3 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 486 |
|
|
2014
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 397 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 381 |
|
|
2013
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 367 |
|