Simplicity Solutions’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $289K | Buy |
20,948
+1,023
| +5% | +$14.1K | 0.01% | 852 |
|
|
2023
Q3 | $280K | Buy |
19,925
+355
| +2% | +$4.98K | 0.01% | 793 |
|
|
2023
Q2 | $249K | Sell |
19,570
-25,004
| -56% | -$318K | 0.01% | 895 |
|
|
2023
Q1 | $556K | Buy |
+44,574
| New | +$556K | 0.01% | 661 |
|
|
2021
Q1 | – | Sell |
-24,891
| Closed | -$154K | – | 616 |
|
|
2020
Q4 | $154K | Buy |
24,891
+4,492
| +22% | +$27.8K | ﹤0.01% | 918 |
|
|
2020
Q3 | $111K | Sell |
20,399
-39,954
| -66% | -$217K | ﹤0.01% | 842 |
|
|
2020
Q2 | $430K | Buy |
60,353
+10,615
| +21% | +$75.6K | 0.01% | 659 |
|
|
2020
Q1 | $229K | Buy |
49,738
+8,402
| +20% | +$38.7K | 0.01% | 658 |
|
|
2019
Q4 | $530K | Buy |
41,336
+18,736
| +83% | +$240K | 0.02% | 526 |
|
|
2019
Q3 | $296K | Sell |
22,600
-646
| -3% | -$8.46K | 0.01% | 549 |
|
|
2019
Q2 | $327K | Sell |
23,246
-18,584
| -44% | -$261K | 0.01% | 467 |
|
|
2019
Q1 | $643K | Buy |
+41,830
| New | +$643K | 0.04% | 339 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 659 |
|