TCI Wealth Advisors’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 |
-3,093
| Closed | -$38.6K | – | 856 |
|
|
2023
Q1 | $38.6K | Buy |
3,093
+2,593
| +519% | +$32.3K | 0.01% | 495 |
|
|
2022
Q4 | $5.94K | Hold |
500
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q3 | $6K | Sell |
500
-292
| -37% | -$3.5K | ﹤0.01% | 1327 |
|
|
2022
Q2 | $8K | Buy |
792
+292
| +58% | +$2.95K | ﹤0.01% | 1139 |
|
|
2022
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 1803 |
|
|
2021
Q3 | $5K | Sell |
500
-336
| -40% | -$3.36K | ﹤0.01% | 1561 |
|
|
2021
Q2 | $9K | Buy |
836
+336
| +67% | +$3.62K | ﹤0.01% | 1004 |
|
|
2021
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 921 |
|
|
2020
Q2 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 782 |
|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$43K | – | 1526 |
|
|
2018
Q1 | $43K | Hold |
3,000
| – | – | 0.02% | 347 |
|
|
2017
Q4 | $52K | Buy |
+3,000
| New | +$52K | 0.02% | 339 |
|
|
2016
Q2 | – | Sell |
-289
| Closed | -$2K | – | 1317 |
|
|
2016
Q1 | $2K | Buy |
+289
| New | +$2K | ﹤0.01% | 937 |
|