Tiedemann 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
Q1 | – | Sell |
-159,421
| Closed | -$1.89M | – | 255 |
|
|
2022
Q4 | $1.89M | Hold |
159,421
| – | – | 0.09% | 80 |
|
|
2022
Q3 | $1.76M | Buy |
+159,421
| New | +$1.76M | 0.11% | 82 |
|
|
2022
Q2 | – | Sell |
-17,620
| Closed | -$197K | – | 257 |
|
|
2022
Q1 | $197K | Buy |
17,620
+300
| +2% | +$3.35K | 0.01% | 274 |
|
|
2021
Q4 | $143K | Hold |
17,320
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $166K | Hold |
17,320
| – | – | 0.01% | 284 |
|
|
2021
Q2 | $184K | Sell |
17,320
-2,044
| -11% | -$21.7K | 0.01% | 350 |
|
|
2021
Q1 | $149K | Sell |
19,364
-150,724
| -89% | -$1.16M | 0.01% | 322 |
|
|
2020
Q4 | $1.05M | Sell |
170,088
-202,073
| -54% | -$1.25M | 0.05% | 145 |
|
|
2020
Q3 | $2.02M | Sell |
372,161
-613,270
| -62% | -$3.32M | 0.1% | 125 |
|
|
2020
Q2 | $7.02M | Sell |
985,431
-399,249
| -29% | -$2.84M | 0.37% | 43 |
|
|
2020
Q1 | $6.37M | Buy |
1,384,680
+881,910
| +175% | +$4.06M | 0.41% | 45 |
|
|
2019
Q4 | $6.45M | Sell |
502,770
-1,908,304
| -79% | -$24.5M | 0.31% | 59 |
|
|
2019
Q3 | $31.5M | Buy |
2,411,074
+661,478
| +38% | +$8.65M | 1.51% | 14 |
|
|
2019
Q2 | $24.6M | Buy |
1,749,596
+91,491
| +6% | +$1.29M | 1.23% | 18 |
|
|
2019
Q1 | $25.5M | Buy |
1,658,105
+207,952
| +14% | +$3.2M | 1.2% | 18 |
|
|
2018
Q4 | $19.2M | Buy |
1,450,153
+983,775
| +211% | +$13M | 0.98% | 24 |
|
|
2018
Q3 | $8.13M | Buy |
466,378
+50,208
| +12% | +$875K | 0.48% | 46 |
|
|
2018
Q2 | $7.18M | Buy |
416,170
+399,513
| +2,398% | +$6.89M | 0.46% | 51 |
|
|
2018
Q1 | $237K | Buy |
+16,657
| New | +$237K | 0.02% | 247 |
|
|
2017
Q4 | – | Sell |
-432,208
| Closed | -$7.26M | – | 256 |
|
|
2017
Q3 | $7.26M | Buy |
432,208
+90,545
| +27% | +$1.52M | 0.65% | 33 |
|
|
2017
Q2 | $6.14M | Sell |
341,663
-20,640
| -6% | -$371K | 0.45% | 42 |
|
|
2017
Q1 | $7.15M | Sell |
362,303
-48,783
| -12% | -$962K | 0.6% | 37 |
|
|
2016
Q4 | $7.94M | Buy |
+411,086
| New | +$7.94M | 0.79% | 31 |
|
|
2016
Q1 | – | Sell |
-28,240
| Closed | -$388K | – | 63 |
|
|
2015
Q4 | $388K | Sell |
28,240
-30,323
| -52% | -$417K | 0.15% | 48 |
|
|
2015
Q3 | $1.22M | Buy |
58,563
+5,165
| +10% | +$107K | 0.94% | 21 |
|
|
2015
Q2 | $1.72M | Sell |
53,398
-4,050
| -7% | -$130K | 1.76% | 19 |
|
|
2015
Q1 | $1.82M | Sell |
57,448
-2,710
| -5% | -$85.9K | 3.33% | 16 |
|
|
2014
Q4 | $1.73M | Buy |
60,158
+5,160
| +9% | +$148K | 2.71% | 16 |
|
|
2014
Q3 | $1.7M | Hold |
54,998
| – | – | 3.47% | 12 |
|
|
2014
Q2 | $1.62M | Sell |
54,998
-3,630
| -6% | -$107K | 3.8% | 10 |
|
|
2014
Q1 | $1.37M | Sell |
58,628
-12,024
| -17% | -$281K | 4.36% | 8 |
|
|
2013
Q4 | $965K | Sell |
70,652
-39,280
| -36% | -$537K | 3.19% | 14 |
|
|
2013
Q3 | $1.81M | Sell |
109,932
-18,060
| -14% | -$297K | 3.62% | 14 |
|
|
2013
Q2 | $1.91M | Buy |
+127,992
| New | +$1.91M | 3.93% | 10 |
|