S.R. Schill & Associates’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
Q1 | – | Sell |
-27,770
| Closed | -$383K | – | 87 |
|
|
2023
Q4 | $383K | Hold |
27,770
| – | – | 0.17% | 55 |
|
|
2023
Q3 | $390K | Hold |
27,770
| – | – | 0.19% | 51 |
|
|
2023
Q2 | $353K | Sell |
27,770
-10,000
| -26% | -$127K | 0.16% | 55 |
|
|
2023
Q1 | $471K | Buy |
37,770
+20,194
| +115% | +$252K | 0.22% | 43 |
|
|
2022
Q4 | $209K | Sell |
17,576
-1,500
| -8% | -$17.8K | 0.1% | 75 |
|
|
2022
Q3 | $210K | Buy |
19,076
+9,076
| +91% | +$99.9K | 0.11% | 69 |
|
|
2022
Q2 | $100K | Hold |
10,000
| – | – | 0.05% | 72 |
|
|
2022
Q1 | $112K | Buy |
+10,000
| New | +$112K | 0.05% | 72 |
|