Perennial 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 | $255K | Buy |
14,063
+24
| +0.2% | +$435 | 0.02% | 382 |
|
|
2025
Q1 | $261K | Buy |
14,039
+96
| +0.7% | +$1.79K | 0.03% | 343 |
|
|
2024
Q4 | $273K | Buy |
13,943
+24
| +0.2% | +$470 | 0.03% | 316 |
|
|
2024
Q3 | $223K | Sell |
13,919
-1,280
| -8% | -$20.5K | 0.03% | 342 |
|
|
2024
Q2 | $247K | Buy |
15,199
+25
| +0.2% | +$405 | 0.04% | 307 |
|
|
2024
Q1 | $239K | Buy |
15,174
+126
| +0.8% | +$1.98K | 0.04% | 287 |
|
|
2023
Q4 | $208K | Buy |
15,048
+127
| +0.9% | +$1.75K | 0.03% | 299 |
|
|
2023
Q3 | $209K | Sell |
14,921
-372
| -2% | -$5.22K | 0.04% | 293 |
|
|
2023
Q2 | $194K | Buy |
15,293
+123
| +0.8% | +$1.56K | 0.03% | 307 |
|
|
2023
Q1 | $189K | Buy |
15,170
+26
| +0.2% | +$324 | 0.04% | 311 |
|
|
2022
Q4 | $180K | Sell |
15,144
-1,249
| -8% | -$14.8K | 0.07% | 208 |
|
|
2022
Q3 | $181K | Buy |
16,393
+20
| +0.1% | +$221 | 0.08% | 188 |
|
|
2022
Q2 | $164K | Buy |
16,373
+2,449
| +18% | +$24.5K | 0.06% | 193 |
|
|
2022
Q1 | $155K | Sell |
13,924
-728
| -5% | -$8.1K | 0.05% | 212 |
|
|
2021
Q4 | $120K | Buy |
14,652
+918
| +7% | +$7.52K | 0.04% | 220 |
|
|
2021
Q3 | $131K | Buy |
13,734
+16
| +0.1% | +$153 | 0.05% | 214 |
|
|
2021
Q2 | $146K | Buy |
13,718
+503
| +4% | +$5.35K | 0.05% | 210 |
|
|
2021
Q1 | $101K | Buy |
13,215
+616
| +5% | +$4.71K | 0.04% | 198 |
|
|
2020
Q4 | $78K | Buy |
+12,599
| New | +$78K | 0.03% | 174 |
|