Rockbridge Investment Management’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
Q2 | – | Sell |
-1,043
| Closed | -$12K | – | 685 |
|
|
2022
Q1 | $12K | Sell |
1,043
-5,306
| -84% | -$61.1K | ﹤0.01% | 485 |
|
|
2021
Q4 | $52K | Buy |
6,349
+17
| +0.3% | +$139 | 0.01% | 339 |
|
|
2021
Q3 | $61K | Buy |
6,332
+17
| +0.3% | +$164 | 0.01% | 291 |
|
|
2021
Q2 | $67K | Buy |
6,315
+5,339
| +547% | +$56.6K | 0.01% | 273 |
|
|
2021
Q1 | $7K | Buy |
976
+19
| +2% | +$136 | ﹤0.01% | 542 |
|
|
2020
Q4 | $6K | Buy |
957
+23
| +2% | +$144 | ﹤0.01% | 547 |
|
|
2020
Q3 | $5K | Buy |
934
+41
| +5% | +$219 | ﹤0.01% | 525 |
|
|
2020
Q2 | $6K | Buy |
+893
| New | +$6K | ﹤0.01% | 473 |
|