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