PCA Investment Advisory Services’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,149
| Closed | -$163K | – | 150 |
|
|
2024
Q3 | $163K | Hold |
10,149
| – | – | 0.08% | 151 |
|
|
2024
Q2 | $165K | Hold |
10,149
| – | – | 0.09% | 136 |
|
|
2024
Q1 | $160K | Hold |
10,149
| – | – | 0.09% | 135 |
|
|
2023
Q4 | $140K | Hold |
10,149
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $142K | Hold |
10,149
| – | – | 0.1% | 111 |
|
|
2023
Q2 | $129K | Sell |
10,149
-1,812
| -15% | -$23K | 0.08% | 168 |
|
|
2023
Q1 | $149K | Buy |
+11,961
| New | +$149K | 0.11% | 114 |
|