Planned Solutions’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
-2,931
Closed -$47K 266
2024
Q3
$47K Buy
+2,931
New +$47K 0.02% 307
2024
Q1
Sell
-2,931
Closed -$40.4K 229
2023
Q4
$40.4K Buy
+2,931
New +$40.4K 0.02% 304
2021
Q1
Sell
-5,851
Closed -$36K 168
2020
Q4
$36K Buy
5,851
+2,920
+100% +$18K 0.03% 238
2020
Q3
$16K Buy
+2,931
New +$16K 0.02% 232