Sweet Financial Partners’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.11M | Buy |
69,013
+424
| +0.6% | +$6.81K | 0.24% | 78 |
|
2024
Q2 | $1.11M | Buy |
68,589
+712
| +1% | +$11.5K | 0.25% | 76 |
|
2024
Q1 | $1.07M | Buy |
67,877
+7,316
| +12% | +$115K | 0.25% | 78 |
|
2023
Q4 | $836K | Buy |
60,561
+2,593
| +4% | +$35.8K | 0.2% | 82 |
|
2023
Q3 | $813K | Buy |
57,968
+7,874
| +16% | +$110K | 0.22% | 76 |
|
2023
Q2 | $636K | Buy |
50,094
+375
| +0.8% | +$4.76K | 0.17% | 87 |
|
2023
Q1 | $620K | Buy |
49,719
+1,156
| +2% | +$14.4K | 0.17% | 91 |
|
2022
Q4 | $576K | Buy |
48,563
+23
| +0% | +$273 | 0.17% | 92 |
|
2022
Q3 | $538K | Buy |
48,540
+20
| +0% | +$222 | 0.17% | 84 |
|
2022
Q2 | $484K | Buy |
48,520
+1,045
| +2% | +$10.4K | 0.15% | 89 |
|
2022
Q1 | $531K | Hold |
47,475
| – | – | 0.14% | 92 |
|
2021
Q4 | $391K | Buy |
+47,475
| New | +$391K | 0.16% | 91 |
|