Next Financial Group’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 | $432K | Sell |
52,551
-2,941
| -5% | -$24.2K | 0.03% | 608 |
|
2021
Q3 | $532K | Sell |
55,492
-1,426
| -3% | -$13.7K | 0.04% | 441 |
|
2021
Q2 | $605K | Buy |
56,918
+14,024
| +33% | +$149K | 0.05% | 390 |
|
2021
Q1 | $329K | Buy |
42,894
+306
| +0.7% | +$2.35K | 0.03% | 583 |
|
2020
Q4 | $263K | Sell |
42,588
-3,712
| -8% | -$22.9K | 0.03% | 612 |
|
2020
Q3 | $251K | Sell |
46,300
-5,999
| -11% | -$32.5K | 0.03% | 546 |
|
2020
Q2 | $372K | Buy |
52,299
+497
| +1% | +$3.54K | 0.04% | 353 |
|
2020
Q1 | $238K | Sell |
51,802
-7,502
| -13% | -$34.5K | 0.03% | 486 |
|
2019
Q4 | $761K | Buy |
59,304
+2,330
| +4% | +$29.9K | 0.08% | 273 |
|
2019
Q3 | $745K | Buy |
56,974
+20,083
| +54% | +$263K | 0.08% | 279 |
|
2019
Q2 | $519K | Buy |
36,891
+34,891
| +1,745% | +$491K | 0.06% | 337 |
|
2019
Q1 | $31K | Sell |
2,000
-16,617
| -89% | -$258K | 0.01% | 853 |
|
2018
Q4 | $246K | Buy |
18,617
+18,089
| +3,426% | +$239K | 0.05% | 344 |
|
2018
Q3 | $9K | Buy |
+528
| New | +$9K | ﹤0.01% | 1008 |
|
2017
Q4 | – | Sell |
-528
| Closed | -$10K | – | 578 |
|
2017
Q3 | $10K | Hold |
528
| – | – | ﹤0.01% | 1206 |
|
2017
Q2 | $9K | Sell |
528
-700
| -57% | -$11.9K | ﹤0.01% | 1341 |
|
2017
Q1 | $23K | Sell |
1,228
-3,255
| -73% | -$61K | 0.01% | 994 |
|
2016
Q4 | $87K | Sell |
4,483
-50,000
| -92% | -$970K | 0.02% | 733 |
|
2016
Q3 | $915K | Buy |
54,483
+53,000
| +3,574% | +$890K | 0.17% | 139 |
|
2016
Q2 | $21K | Hold |
1,483
| – | – | 0.01% | 950 |
|
2016
Q1 | $10K | Buy |
1,483
+955
| +181% | +$6.44K | ﹤0.01% | 1152 |
|
2015
Q4 | $7K | Buy |
+528
| New | +$7K | ﹤0.01% | 1286 |
|
2014
Q4 | – | Sell |
-2,800
| Closed | -$86K | – | 2009 |
|
2014
Q3 | $86K | Buy |
2,800
+400
| +17% | +$12.3K | 0.02% | 708 |
|
2014
Q2 | $67K | Buy |
+2,400
| New | +$67K | 0.03% | 300 |
|