M Holdings Securities’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 |
-32,096
| Closed | -$521K | – | 172 |
|
|
2024
Q2 | $521K | Buy |
+32,096
| New | +$521K | 0.07% | 155 |
|
|
2019
Q3 | – | Sell |
-23,247
| Closed | -$327K | – | 165 |
|
|
2019
Q2 | $327K | Sell |
23,247
-286
| -1% | -$4.02K | 0.11% | 143 |
|
|
2019
Q1 | $362K | Sell |
23,533
-1,186
| -5% | -$18.2K | 0.08% | 252 |
|
|
2018
Q4 | $327K | Buy |
+24,719
| New | +$327K | 0.1% | 234 |
|
|
2014
Q4 | – | Sell |
-2,776
| Closed | -$86K | – | 252 |
|
|
2014
Q3 | $86K | Buy |
+2,776
| New | +$86K | 0.05% | 310 |
|
|
2014
Q1 | – | Sell |
-17,276
| Closed | -$353K | – | 168 |
|
|
2013
Q4 | $353K | Buy |
+17,276
| New | +$353K | 0.25% | 102 |
|