SWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29,524
| Closed | -$368K | – | 115 |
|
|
2023
Q1 | $368K | Buy |
+29,524
| New | +$368K | 0.14% | 105 |
|
|
2020
Q4 | – | Sell |
-27,367
| Closed | -$148K | – | 114 |
|
|
2020
Q3 | $148K | Buy |
+27,367
| New | +$148K | 0.07% | 111 |
|
|
2020
Q2 | – | Sell |
-25,230
| Closed | -$116K | – | 80 |
|
|
2020
Q1 | $116K | Buy |
+25,230
| New | +$116K | 0.08% | 110 |
|
|
2018
Q4 | $227K | Buy |
+17,162
| New | +$227K | 0.17% | 97 |
|
|
2018
Q2 | – | Sell |
-4,290
| Closed | -$61K | – | 164 |
|
|
2018
Q1 | $61K | Sell |
4,290
-7
| -0.2% | -$100 | 0.04% | 128 |
|
|
2017
Q4 | $74K | Buy |
+4,297
| New | +$74K | 0.06% | 107 |
|