Pettinga Financial 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 | $239K | Hold |
13,170
| – | – | 0.05% | 117 |
|
2025
Q1 | $245K | Sell |
13,170
-14,612
| -53% | -$272K | 0.06% | 114 |
|
2024
Q4 | $544K | Sell |
27,782
-1,250
| -4% | -$24.5K | 0.12% | 79 |
|
2024
Q3 | $466K | Buy |
29,032
+500
| +2% | +$8.03K | 0.11% | 82 |
|
2024
Q2 | $463K | Sell |
28,532
-1,000
| -3% | -$16.2K | 0.12% | 78 |
|
2024
Q1 | $465K | Hold |
29,532
| – | – | 0.12% | 80 |
|
2023
Q4 | $408K | Buy |
+29,532
| New | +$408K | 0.11% | 85 |
|
2023
Q3 | – | Sell |
-11,035
| Closed | -$140K | – | 109 |
|
2023
Q2 | $140K | Buy |
+11,035
| New | +$140K | 0.04% | 104 |
|
2023
Q1 | – | Sell |
-10,435
| Closed | -$124K | – | 106 |
|
2022
Q4 | $124K | Sell |
10,435
-250
| -2% | -$2.97K | 0.04% | 98 |
|
2022
Q3 | $118K | Buy |
10,685
+550
| +5% | +$6.07K | 0.04% | 94 |
|
2022
Q2 | $101K | Buy |
+10,135
| New | +$101K | 0.03% | 99 |
|