SAG
SageView Advisory Group’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,798
| Closed | -$240K | – | 528 |
|
|
2024
Q2 | $240K | Sell |
14,798
-1,128
| -7% | -$18.3K | 0.01% | 496 |
|
|
2024
Q1 | $251K | Sell |
15,926
-12,255
| -43% | -$193K | 0.01% | 466 |
|
|
2023
Q4 | $410K | Sell |
28,181
-351
| -1% | -$5.11K | 0.02% | 440 |
|
|
2023
Q3 | $400K | Buy |
28,532
+1,196
| +4% | +$16.8K | 0.02% | 362 |
|
|
2023
Q2 | $347K | Buy |
27,336
+819
| +3% | +$10.4K | 0.02% | 419 |
|
|
2023
Q1 | $331K | Buy |
26,517
+6,075
| +30% | +$75.8K | 0.02% | 370 |
|
|
2022
Q4 | $243K | Buy |
+20,442
| New | +$243K | 0.02% | 368 |
|