Lion Street 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
Q3
Sell
-14,613
Closed -$237K 267
2024
Q2
$237K Sell
14,613
-25
-0.2% -$406 0.09% 234
2024
Q1
$202K Hold
14,638
0.08% 244
2023
Q4
$202K Buy
14,638
+354
+2% +$4.89K 0.08% 243
2023
Q3
$200K Sell
14,284
-4,994
-26% -$70.1K 0.07% 239
2023
Q2
$183K Buy
19,278
+4,914
+34% +$46.7K 0.06% 233
2023
Q1
$179K Buy
+14,364
New +$179K 0.06% 230