Mount Yale Investment 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 | $1.81K | Buy |
+100
| New | +$1.81K | ﹤0.01% | 1344 |
|
|
2019
Q4 | – | Sell |
-11,088
| Closed | -$129K | – | 325 |
|
|
2019
Q3 | $129K | Hold |
11,088
| – | – | 0.02% | 300 |
|
|
2019
Q2 | $148K | Buy |
11,088
+680
| +7% | +$9.08K | 0.03% | 295 |
|
|
2019
Q1 | $160K | Buy |
+10,408
| New | +$160K | 0.03% | 292 |
|
|
2018
Q4 | – | Sell |
-10,063
| Closed | -$161K | – | 460 |
|
|
2018
Q3 | $161K | Buy |
10,063
+4,473
| +80% | +$71.6K | 0.03% | 323 |
|
|
2018
Q2 | $96K | Hold |
5,590
| – | – | 0.02% | 469 |
|
|
2018
Q1 | $79K | Buy |
+5,590
| New | +$79K | 0.02% | 519 |
|