RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $247K | Hold |
22,426
| – | – | 0.04% | 66 |
|
|
2022
Q2 | $224K | Hold |
22,426
| – | – | 0.04% | 75 |
|
|
2022
Q1 | $251K | Buy |
22,426
+9,426
| +73% | +$105K | 0.04% | 69 |
|
|
2021
Q4 | $107K | Sell |
13,000
-15,100
| -54% | -$124K | 0.02% | 110 |
|
|
2021
Q3 | $269K | Hold |
28,100
| – | – | 0.05% | 41 |
|
|
2021
Q2 | $299K | Hold |
28,100
| – | – | 0.05% | 40 |
|
|
2021
Q1 | $216K | Sell |
28,100
-47,024
| -63% | -$361K | 0.04% | 54 |
|
|
2020
Q4 | $464K | Buy |
+75,124
| New | +$464K | 0.1% | 33 |
|
|
2018
Q3 | – | Sell |
-20,216
| Closed | -$349K | – | 43 |
|
|
2018
Q2 | $349K | Buy |
20,216
+2,074
| +11% | +$35.8K | 1.12% | 22 |
|
|
2018
Q1 | $258K | Buy |
18,142
+1,000
| +6% | +$14.2K | 0.12% | 81 |
|
|
2017
Q4 | $296K | Hold |
17,142
| – | – | 0.16% | 66 |
|
|
2017
Q3 | $298K | Hold |
17,142
| – | – | 0.2% | 57 |
|
|
2017
Q2 | $308K | Hold |
17,142
| – | – | 0.21% | 52 |
|
|
2017
Q1 | $338K | Sell |
17,142
-19,273
| -53% | -$380K | 0.23% | 54 |
|
|
2016
Q4 | $703K | Hold |
36,415
| – | – | 0.4% | 35 |
|
|
2016
Q3 | $611K | Buy |
+36,415
| New | +$611K | 0.38% | 39 |
|