Trivium Point Advisory’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
-16,003
Closed -$194K 190
2022
Q4
$194K Hold
16,003
0.06% 176
2022
Q3
$185K Hold
16,003
0.06% 176
2022
Q2
$158K Sell
16,003
-7,778
-33% -$76.8K 0.05% 190
2022
Q1
$264K Hold
23,781
0.06% 197
2021
Q4
$196K Sell
23,781
-4,872
-17% -$40.2K 0.04% 236
2021
Q3
$276K Buy
28,653
+1,318
+5% +$12.7K 0.07% 190
2021
Q2
$291K Buy
+27,335
New +$291K 0.07% 183