Laurel Wealth Advisors (California)’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
2022
Q4
$584K Buy
49,188
+3,029
+7% +$36.3K 0.06% 328
2022
Q3
$509K Buy
46,159
+1,534
+3% +$17.1K 0.05% 336
2022
Q2
$445K Sell
44,625
-5,825
-12% -$65.2K 0.05% 387
2022
Q1
$565K Sell
50,450
-555
-1% -$5.5K 0.05% 377
2021
Q4
$420K Buy
51,005
+2,171
+4% +$19.7K 0.03% 505
2021
Q3
$468K Sell
48,834
-3,973
-8% -$38.1K 0.09% 246
2021
Q2
$561K Sell
52,807
-6,282
-11% -$60.2K 0.07% 257
2021
Q1
$454K Sell
59,089
-10,975
-16% -$80.1K 0.07% 274
2020
Q4
$433K Sell
70,064
-19,198
-22% -$116K 0.06% 274
2020
Q3
$484K Buy
89,262
+17,387
+24% +$110K 0.08% 229
2020
Q2
$512K Buy
71,875
+15,540
+28% +$115K 0.09% 216
2020
Q1
$259K Buy
56,335
+16,135
+40% +$172K 0.06% 307
2019
Q4
$516K Sell
40,200
-7,251
-15% -$89.3K 0.09% 241
2019
Q3
$621K Buy
47,451
+5,896
+14% +$82.2K 0.11% 215
2019
Q2
$585K Buy
41,555
+105
+0.3% +$1.55K 0.13% 177
2019
Q1
$637K Buy
41,450
+98
+0.2% +$1.46K 0.16% 150
2018
Q4
$546K Buy
41,352
+12,790
+45% +$194K 0.16% 148
2018
Q3
$497K Hold
28,562
0.12% 195
2018
Q2
$492K Sell
28,562
-1,275
-4% -$20.9K 0.13% 181
2018
Q1
$423K Sell
29,837
-1,400
-4% -$23.3K 0.13% 190
2017
Q4
$539K Hold
31,237
0.16% 162
2017
Q3
$542K Hold
31,237
0.18% 134
2017
Q2
$561K Hold
31,237
0.2% 125
2017
Q1
$616K Hold
31,237
0.24% 110
2016
Q4
$603K Sell
31,237
-2,960
-9% -$49.4K 0.27% 104
2016
Q3
$574K Sell
34,197
-325
-0.9% -$5.49K 0.28% 103
2016
Q2
$496K Sell
34,522
-1,420
-4% -$16.9K 0.24% 109
2016
Q1
$256K Sell
35,942
-4,560
-11% -$35.8K 0.13% 194
2015
Q4
$556K Buy
+40,502
New +$757K 0.29% 96

Other funds holding ET