Mosaic Family Wealth’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $230K | Sell |
27,925
-4,226
| -13% | -$34.8K | 0.06% | 159 |
|
|
2021
Q3 | $308K | Sell |
32,151
-3,803
| -11% | -$36.4K | 0.09% | 128 |
|
|
2021
Q2 | $382K | Buy |
35,954
+1,572
| +5% | +$16.7K | 0.11% | 111 |
|
|
2021
Q1 | $264K | Sell |
34,382
-5,038
| -13% | -$38.7K | 0.08% | 128 |
|
|
2020
Q4 | $244K | Sell |
39,420
-9,004
| -19% | -$55.7K | 0.08% | 130 |
|
|
2020
Q3 | $262K | Sell |
48,424
-2,828
| -6% | -$15.3K | 0.1% | 116 |
|
|
2020
Q2 | $365K | Buy |
51,252
+637
| +1% | +$4.54K | 0.15% | 88 |
|
|
2020
Q1 | $233K | Sell |
50,615
-4,446
| -8% | -$20.5K | 0.12% | 111 |
|
|
2019
Q4 | $706K | Buy |
55,061
+312
| +0.6% | +$4K | 0.28% | 54 |
|
|
2019
Q3 | $716K | Sell |
54,749
-3,552
| -6% | -$46.5K | 0.3% | 56 |
|
|
2019
Q2 | $821K | Sell |
58,301
-264
| -0.5% | -$3.72K | 0.34% | 46 |
|
|
2019
Q1 | $900K | Buy |
58,565
+91
| +0.2% | +$1.4K | 0.36% | 40 |
|
|
2018
Q4 | $772K | Sell |
58,474
-424
| -0.7% | -$5.6K | 0.32% | 46 |
|
|
2018
Q3 | $879K | Buy |
58,898
+31,215
| +113% | +$466K | 0.36% | 41 |
|
|
2018
Q2 | $478K | Sell |
27,683
-1,773
| -6% | -$30.6K | 0.18% | 81 |
|
|
2018
Q1 | $419K | Sell |
29,456
-293
| -1% | -$4.17K | 0.15% | 89 |
|
|
2017
Q4 | $513K | Sell |
29,749
-3,727
| -11% | -$64.3K | 0.19% | 78 |
|
|
2017
Q3 | $582K | Sell |
33,476
-2,918
| -8% | -$50.7K | 0.23% | 82 |
|
|
2017
Q2 | $654K | Sell |
36,394
-12,810
| -26% | -$230K | 0.27% | 67 |
|
|
2017
Q1 | $971K | Sell |
49,204
-2,064
| -4% | -$40.7K | 0.42% | 41 |
|
|
2016
Q4 | $990K | Sell |
51,268
-4,017
| -7% | -$77.6K | 0.46% | 38 |
|
|
2016
Q3 | $928K | Sell |
55,285
-2,555
| -4% | -$42.9K | 0.43% | 40 |
|
|
2016
Q2 | $832K | Sell |
57,840
-1,514
| -3% | -$21.8K | 0.4% | 44 |
|
|
2016
Q1 | $423K | Sell |
59,354
-8,444
| -12% | -$60.2K | 0.2% | 93 |
|
|
2015
Q4 | $931K | Buy |
+67,798
| New | +$931K | 0.41% | 40 |
|