Summit Wealth & Retirement Planning’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,421
| Closed | -$429K | – | 71 |
|
|
2023
Q1 | $429K | Sell |
34,421
-17,107
| -33% | -$213K | 0.16% | 60 |
|
|
2022
Q4 | $612K | Sell |
51,528
-600
| -1% | -$7.12K | 0.25% | 51 |
|
|
2022
Q3 | $575K | Sell |
52,128
-500
| -1% | -$5.52K | 0.23% | 56 |
|
|
2022
Q2 | $525K | Sell |
52,628
-270
| -0.5% | -$2.69K | 0.2% | 65 |
|
|
2022
Q1 | $592K | Buy |
+52,898
| New | +$592K | 0.21% | 63 |
|
|
2019
Q2 | – | Sell |
-10,208
| Closed | -$157K | – | 135 |
|
|
2019
Q1 | $157K | Buy |
+10,208
| New | +$157K | 0.09% | 128 |
|