Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-5,760
| Closed | -$57K | – | 237 |
|
|
2022
Q2 | $57K | Hold |
5,760
| – | – | 0.02% | 216 |
|
|
2022
Q1 | $64K | Hold |
5,760
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $47K | Sell |
5,760
-2,600
| -31% | -$21.2K | 0.01% | 259 |
|
|
2021
Q3 | $80K | Buy |
8,360
+2,600
| +45% | +$24.9K | 0.02% | 212 |
|
|
2021
Q2 | $61K | Hold |
5,760
| – | – | 0.02% | 236 |
|
|
2021
Q1 | $44K | Hold |
5,760
| – | – | 0.01% | 248 |
|
|
2020
Q4 | $36K | Hold |
5,760
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $31K | Sell |
5,760
-1,024
| -15% | -$5.51K | 0.01% | 253 |
|
|
2020
Q2 | $48K | Sell |
6,784
-4,400
| -39% | -$31.1K | 0.02% | 214 |
|
|
2020
Q1 | $51K | Sell |
11,184
-1,295
| -10% | -$5.91K | 0.03% | 188 |
|
|
2019
Q4 | $160K | Sell |
12,479
-1,024
| -8% | -$13.1K | 0.07% | 123 |
|
|
2019
Q3 | $177K | Hold |
13,503
| – | – | 0.09% | 117 |
|
|
2019
Q2 | $190K | Hold |
13,503
| – | – | 0.1% | 117 |
|
|
2019
Q1 | $208K | Hold |
13,503
| – | – | 0.11% | 113 |
|
|
2018
Q4 | $178K | Buy |
+13,503
| New | +$178K | 0.1% | 112 |
|