Mayflower Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Buy |
17,135
+899
| +6% | +$16.3K | 0.04% | 312 |
|
2025
Q1 | $302K | Sell |
16,236
-200
| -1% | -$3.72K | 0.05% | 302 |
|
2024
Q4 | $322K | Hold |
16,436
| – | – | 0.05% | 285 |
|
2024
Q3 | $264K | Hold |
16,436
| – | – | 0.04% | 310 |
|
2024
Q2 | $267K | Sell |
16,436
-1,000
| -6% | -$16.2K | 0.04% | 296 |
|
2024
Q1 | $274K | Hold |
17,436
| – | – | 0.05% | 291 |
|
2023
Q4 | $241K | Sell |
17,436
-465
| -3% | -$6.42K | 0.03% | 298 |
|
2023
Q3 | $251K | Hold |
17,901
| – | – | 0.04% | 276 |
|
2023
Q2 | $227K | Sell |
17,901
-1,000
| -5% | -$12.7K | 0.03% | 319 |
|
2023
Q1 | $236K | Hold |
18,901
| – | – | 0.03% | 305 |
|
2022
Q4 | $224K | Hold |
18,901
| – | – | 0.03% | 309 |
|
2022
Q3 | $208K | Hold |
18,901
| – | – | 0.03% | 302 |
|
2022
Q2 | $189K | Sell |
18,901
-1,113
| -6% | -$11.1K | 0.03% | 307 |
|
2022
Q1 | $224K | Sell |
20,014
-3,000
| -13% | -$33.6K | 0.03% | 313 |
|
2021
Q4 | $189K | Buy |
23,014
+661
| +3% | +$5.43K | 0.03% | 325 |
|
2021
Q3 | $225K | Buy |
22,353
+200
| +0.9% | +$2.01K | 0.03% | 300 |
|
2021
Q2 | $235K | Hold |
22,153
| – | – | 0.03% | 280 |
|
2021
Q1 | $170K | Buy |
22,153
+1,804
| +9% | +$13.8K | 0.03% | 281 |
|
2020
Q4 | $126K | Buy |
+20,349
| New | +$126K | 0.02% | 270 |
|