Morling 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
Q1 | – | Sell |
-25,530
| Closed | -$500K | – | 127 |
|
|
2024
Q4 | $500K | Buy |
25,530
+452
| +2% | +$8.86K | 0.17% | 42 |
|
|
2024
Q3 | $402K | Buy |
25,078
+480
| +2% | +$7.7K | 0.15% | 45 |
|
|
2024
Q2 | $399K | Buy |
24,598
+475
| +2% | +$7.7K | 0.17% | 42 |
|
|
2024
Q1 | $379K | Buy |
24,123
+503
| +2% | +$7.91K | 0.22% | 43 |
|
|
2023
Q4 | $326K | Sell |
23,620
-4,475
| -16% | -$61.8K | 0.26% | 42 |
|
|
2023
Q3 | $394K | Buy |
28,095
+654
| +2% | +$9.18K | 0.39% | 35 |
|
|
2023
Q2 | $349K | Buy |
27,441
+641
| +2% | +$8.14K | 0.33% | 39 |
|
|
2023
Q1 | $334K | Sell |
26,800
-25,261
| -49% | -$315K | 0.36% | 36 |
|
|
2022
Q4 | $618K | Buy |
52,061
+1,093
| +2% | +$13K | 0.79% | 28 |
|
|
2022
Q3 | $562K | Buy |
50,968
+21,573
| +73% | +$238K | 0.77% | 28 |
|
|
2022
Q2 | $293K | Sell |
29,395
-24,050
| -45% | -$240K | 0.38% | 39 |
|
|
2022
Q1 | $598K | Buy |
+53,445
| New | +$598K | 0.76% | 26 |
|