Surevest’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 | $951K | Hold |
86,178
| – | – | 0.26% | 91 |
|
|
2022
Q2 | $860K | Buy |
86,178
+1,994
| +2% | +$19.9K | 0.23% | 94 |
|
|
2022
Q1 | $942K | Hold |
84,184
| – | – | 0.23% | 96 |
|
|
2021
Q4 | $693K | Hold |
84,184
| – | – | 0.16% | 86 |
|
|
2021
Q3 | $806K | Hold |
84,184
| – | – | 0.2% | 79 |
|
|
2021
Q2 | $895K | Buy |
84,184
+36,082
| +75% | +$384K | 0.23% | 74 |
|
|
2021
Q1 | $369K | Hold |
48,102
| – | – | 0.11% | 80 |
|
|
2020
Q4 | $297K | Hold |
48,102
| – | – | 0.1% | 78 |
|
|
2020
Q3 | $261K | Hold |
48,102
| – | – | 0.1% | 76 |
|
|
2020
Q2 | $342K | Hold |
48,102
| – | – | 0.15% | 72 |
|
|
2020
Q1 | $221K | Hold |
48,102
| – | – | 0.12% | 94 |
|
|
2019
Q4 | $617K | Hold |
48,102
| – | – | 0.26% | 100 |
|
|
2019
Q3 | $629K | Hold |
48,102
| – | – | 0.31% | 97 |
|
|
2019
Q2 | $677K | Buy |
+48,102
| New | +$677K | 0.35% | 96 |
|