Realta Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-42,455	Closed	-$689K	–	458
2024 Q2	$689K	Sell	42,455 -12,959	-23%	-$204K	0.13%	171
2024 Q1	$872K	Buy	55,414 +2,145	+4%	+$31.2K	0.18%	134
2023 Q4	$735K	Buy	53,269 +15,763	+42%	+$214K	0.17%	151
2023 Q3	$476K	Hold	37,506	–	–	0.11%	220
2023 Q2	$476K	Buy	37,506 +15,114	+67%	+$192K	0.1%	228
2023 Q1	$279K	Sell	22,392 -30,025	-57%	-$379K	0.07%	303
2022 Q4	$622K	Sell	52,417 -18,861	-26%	-$226K	0.15%	159
2022 Q3	$786K	Buy	+71,278	New	+$794K	0.21%	123
2020 Q1	–	Sell	-3,437	Closed	-$41K	–	623
2019 Q4	$41K	Buy	3,437 +300	+10%	+$3.7K	0.01%	719
2019 Q3	$41K	Sell	3,137 -2,256	-42%	-$31.5K	0.01%	725
2019 Q2	$76K	Buy	5,393 +4,656	+632%	+$68.9K	0.02%	571
2019 Q1	$11K	Buy	+737	New	+$11K	0.01%	885