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 |
|