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 |
|