Optimum 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 | $63.5K | Hold |
3,500
| – | – | 0.03% | 311 |
|
|
2025
Q1 | $65.1K | Hold |
3,500
| – | – | 0.03% | 300 |
|
|
2024
Q4 | $68.6K | Hold |
3,500
| – | – | 0.03% | 306 |
|
|
2024
Q3 | $56.2K | Hold |
3,500
| – | – | 0.02% | 345 |
|
|
2024
Q2 | $56.8K | Hold |
3,500
| – | – | 0.03% | 342 |
|
|
2024
Q1 | $55.1K | Hold |
3,500
| – | – | 0.03% | 352 |
|
|
2023
Q4 | $48.3K | Hold |
3,500
| – | – | 0.02% | 355 |
|
|
2023
Q3 | $49.1K | Hold |
3,500
| – | – | 0.03% | 367 |
|
|
2023
Q2 | $44.5K | Hold |
3,500
| – | – | 0.02% | 385 |
|
|
2023
Q1 | $43.6K | Buy |
+3,500
| New | +$43.6K | 0.02% | 384 |
|
|
2022
Q4 | – | Sell |
-68
| Closed | -$1K | – | 778 |
|
|
2022
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 753 |
|
|
2022
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 770 |
|
|
2022
Q1 | $1K | Sell |
68
-932
| -93% | -$13.7K | ﹤0.01% | 803 |
|
|
2021
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 692 |
|
|
2021
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 737 |
|
|
2021
Q1 | $8K | Sell |
1,000
-960
| -49% | -$7.68K | ﹤0.01% | 779 |
|
|
2020
Q4 | $12K | Sell |
1,960
-2,048
| -51% | -$12.5K | ﹤0.01% | 698 |
|
|
2020
Q3 | $22K | Sell |
4,008
-1,440
| -26% | -$7.9K | 0.01% | 589 |
|
|
2020
Q2 | $39K | Hold |
5,448
| – | – | 0.01% | 487 |
|
|
2020
Q1 | $25K | Sell |
5,448
-1,297
| -19% | -$5.95K | 0.01% | 530 |
|
|
2019
Q4 | $87K | Hold |
6,745
| – | – | 0.03% | 412 |
|
|
2019
Q3 | $88K | Sell |
6,745
-4,108
| -38% | -$53.6K | 0.03% | 392 |
|
|
2019
Q2 | $153K | Buy |
10,853
+45
| +0.4% | +$634 | 0.05% | 309 |
|
|
2019
Q1 | $166K | Buy |
10,808
+1,043
| +11% | +$16K | 0.05% | 297 |
|
|
2018
Q4 | $129K | Buy |
+9,765
| New | +$129K | 0.04% | 324 |
|