Kalos Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-23,284
| Closed | -$234K | – | 220 |
|
2021
Q4 | $234K | Buy |
23,284
+1,108
| +5% | +$11.1K | 0.06% | 249 |
|
2021
Q3 | $223K | Buy |
+22,176
| New | +$223K | 0.06% | 249 |
|
2021
Q2 | – | Sell |
-25,315
| Closed | -$255K | – | 277 |
|
2021
Q1 | $255K | Buy |
+25,315
| New | +$255K | 0.08% | 245 |
|
2018
Q4 | – | Sell |
-96,540
| Closed | -$1.68M | – | 196 |
|
2018
Q3 | $1.68M | Buy |
+96,540
| New | +$1.68M | 0.9% | 31 |
|