Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
14,411
+652
| +5% | +$11.8K | 0.01% | 659 |
|
|
2025
Q1 | $256K | Buy |
13,759
+3,579
| +35% | +$66.5K | 0.01% | 485 |
|
|
2024
Q4 | $199K | Hold |
10,180
| – | – | 0.01% | 454 |
|
|
2024
Q3 | $163K | Buy |
+10,180
| New | +$163K | 0.01% | 418 |
|
|
2023
Q1 | – | Sell |
-16,089
| Closed | -$191K | – | 285 |
|
|
2022
Q4 | $191K | Buy |
16,089
+2,310
| +17% | +$27.4K | 0.02% | 225 |
|
|
2022
Q3 | $152K | Buy |
13,779
+1,099
| +9% | +$12.1K | 0.02% | 187 |
|
|
2022
Q2 | $137K | Buy |
+12,680
| New | +$137K | 0.02% | 166 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$31K | – | 506 |
|
|
2019
Q1 | $31K | Buy |
+2,000
| New | +$31K | 0.01% | 255 |
|
|
2017
Q4 | – | Sell |
-1,350
| Closed | -$23K | – | 482 |
|
|
2017
Q3 | $23K | Sell |
1,350
-15,650
| -92% | -$267K | 0.01% | 346 |
|
|
2017
Q2 | $305K | Buy |
+17,000
| New | +$305K | 0.17% | 52 |
|