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 |
|