Laurel Wealth Advisors (California)’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
Q4 | $584K | Buy |
49,188
+3,029
| +7% | +$36K | 0.06% | 328 |
|
|
2022
Q3 | $509K | Buy |
46,159
+1,534
| +3% | +$16.9K | 0.05% | 336 |
|
|
2022
Q2 | $445K | Sell |
44,625
-5,825
| -12% | -$58.1K | 0.05% | 387 |
|
|
2022
Q1 | $565K | Sell |
50,450
-555
| -1% | -$6.22K | 0.05% | 376 |
|
|
2021
Q4 | $420K | Buy |
51,005
+2,171
| +4% | +$17.9K | 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% | -$66.7K | 0.07% | 257 |
|
|
2021
Q1 | $454K | Sell |
59,089
-10,975
| -16% | -$84.3K | 0.07% | 274 |
|
|
2020
Q4 | $433K | Sell |
70,064
-19,198
| -22% | -$119K | 0.06% | 274 |
|
|
2020
Q3 | $484K | Buy |
89,262
+17,387
| +24% | +$94.3K | 0.08% | 229 |
|
|
2020
Q2 | $512K | Buy |
71,875
+15,540
| +28% | +$111K | 0.09% | 216 |
|
|
2020
Q1 | $259K | Buy |
56,335
+16,135
| +40% | +$74.2K | 0.06% | 301 |
|
|
2019
Q4 | $516K | Sell |
40,200
-7,251
| -15% | -$93.1K | 0.09% | 231 |
|
|
2019
Q3 | $621K | Buy |
47,451
+5,896
| +14% | +$77.2K | 0.11% | 214 |
|
|
2019
Q2 | $585K | Buy |
41,555
+105
| +0.3% | +$1.48K | 0.13% | 173 |
|
|
2019
Q1 | $637K | Buy |
41,450
+98
| +0.2% | +$1.51K | 0.16% | 148 |
|
|
2018
Q4 | $546K | Buy |
41,352
+12,790
| +45% | +$169K | 0.16% | 145 |
|
|
2018
Q3 | $497K | Hold |
28,562
| – | – | 0.12% | 191 |
|
|
2018
Q2 | $492K | Sell |
28,562
-1,275
| -4% | -$22K | 0.13% | 181 |
|
|
2018
Q1 | $423K | Sell |
29,837
-1,400
| -4% | -$19.8K | 0.13% | 190 |
|
|
2017
Q4 | $539K | Hold |
31,237
| – | – | 0.16% | 161 |
|
|
2017
Q3 | $542K | Hold |
31,237
| – | – | 0.18% | 132 |
|
|
2017
Q2 | $561K | Hold |
31,237
| – | – | 0.2% | 123 |
|
|
2017
Q1 | $616K | Hold |
31,237
| – | – | 0.24% | 108 |
|
|
2016
Q4 | $603K | Sell |
31,237
-2,960
| -9% | -$57.1K | 0.27% | 101 |
|
|
2016
Q3 | $574K | Sell |
34,197
-325
| -0.9% | -$5.46K | 0.27% | 100 |
|
|
2016
Q2 | $496K | Sell |
34,522
-1,420
| -4% | -$20.4K | 0.24% | 107 |
|
|
2016
Q1 | $256K | Sell |
35,942
-4,560
| -11% | -$32.5K | 0.13% | 193 |
|
|
2015
Q4 | $556K | Buy |
+40,502
| New | +$556K | 0.29% | 96 |
|