Madison Wealth Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.82M | Sell |
129,410
-75
| -0.1% | -$1.05K | 0.38% | 75 |
|
2023
Q2 | $1.64M | Buy |
129,485
+67,600
| +109% | +$859K | 0.33% | 80 |
|
2023
Q1 | $772K | Buy |
61,885
+14,085
| +29% | +$176K | 0.17% | 99 |
|
2022
Q4 | $567K | Buy |
47,800
+26,900
| +129% | +$319K | 0.13% | 105 |
|
2022
Q3 | $231K | Buy |
20,900
+4,800
| +30% | +$53.1K | 0.06% | 146 |
|
2022
Q2 | $161K | Hold |
16,100
| – | – | 0.04% | 154 |
|
2022
Q1 | $180K | Buy |
+16,100
| New | +$180K | 0.04% | 149 |
|
2020
Q3 | – | Sell |
-85,765
| Closed | -$611K | – | 132 |
|
2020
Q2 | $611K | Buy |
+85,765
| New | +$611K | 0.2% | 80 |
|