Peak Asset Management’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
Q2 | – | Sell |
-85,237
| Closed | -$655K | – | 142 |
|
|
2021
Q1 | $655K | Sell |
85,237
-3,462
| -4% | -$26.6K | 0.16% | 86 |
|
|
2020
Q4 | $548K | Buy |
88,699
+6,297
| +8% | +$38.9K | 0.14% | 87 |
|
|
2020
Q3 | $447K | Buy |
82,402
+13,184
| +19% | +$71.5K | 0.13% | 84 |
|
|
2020
Q2 | $493K | Buy |
69,218
+18,982
| +38% | +$135K | 0.16% | 77 |
|
|
2020
Q1 | $231K | Buy |
50,236
+26,736
| +114% | +$123K | 0.09% | 98 |
|
|
2019
Q4 | $302K | Buy |
+23,500
| New | +$302K | 0.09% | 94 |
|