MSFP
Mark Sheptoff Financial Planning’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
15,460
+2,500
| +19% | +$45.3K | 0.15% | 82 |
|
|
2025
Q1 | $241K | Buy |
12,960
+500
| +4% | +$9.3K | 0.13% | 82 |
|
|
2024
Q4 | $244K | Buy |
12,460
+300
| +2% | +$5.88K | 0.13% | 83 |
|
|
2024
Q3 | $195K | Hold |
12,160
| – | – | 0.1% | 92 |
|
|
2024
Q2 | $197K | Hold |
12,160
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $191K | Buy |
12,160
+11,200
| +1,167% | +$176K | 0.11% | 100 |
|
|
2023
Q4 | $13.2K | Hold |
960
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $13.5K | Hold |
960
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $12.2K | Hold |
960
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $12K | Hold |
960
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $11.4K | Hold |
960
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $11K | Hold |
960
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $10K | Hold |
960
| – | – | 0.01% | 258 |
|
|
2022
Q1 | $11K | Hold |
960
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $8K | Buy |
+960
| New | +$8K | ﹤0.01% | 335 |
|
|
2021
Q3 | – | Sell |
-33,000
| Closed | -$351K | – | 398 |
|
|
2021
Q2 | $351K | Buy |
+33,000
| New | +$351K | 0.19% | 75 |
|
|
2019
Q3 | – | Sell |
-6,813
| Closed | -$96K | – | 365 |
|
|
2019
Q2 | $96K | Buy |
6,813
+29
| +0.4% | +$409 | 0.07% | 121 |
|
|
2019
Q1 | $104K | Sell |
6,784
-72
| -1% | -$1.1K | 0.07% | 114 |
|
|
2018
Q4 | $91K | Buy |
+6,856
| New | +$91K | 0.08% | 105 |
|