TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,008
| Closed | -$179K | – | 234 |
|
|
2024
Q2 | $179K | Buy |
11,008
+67
| +0.6% | +$1.09K | 0.02% | 270 |
|
|
2024
Q1 | $172K | Buy |
10,941
+72
| +0.7% | +$1.13K | 0.02% | 275 |
|
|
2023
Q4 | $150K | Sell |
10,869
-1,140
| -9% | -$15.7K | 0.02% | 282 |
|
|
2023
Q3 | $168K | Buy |
12,009
+34
| +0.3% | +$477 | 0.02% | 253 |
|
|
2023
Q2 | $152K | Buy |
11,975
+1,004
| +9% | +$12.8K | 0.02% | 233 |
|
|
2023
Q1 | $137K | Buy |
10,971
+31
| +0.3% | +$387 | 0.02% | 225 |
|
|
2022
Q4 | $130K | Buy |
10,940
+26
| +0.2% | +$309 | 0.02% | 215 |
|
|
2022
Q3 | $120K | Buy |
10,914
+81
| +0.7% | +$891 | 0.02% | 209 |
|
|
2022
Q2 | $108K | Buy |
10,833
+73
| +0.7% | +$728 | 0.02% | 222 |
|
|
2022
Q1 | $129K | Sell |
10,760
-253
| -2% | -$3.03K | 0.02% | 231 |
|
|
2021
Q4 | $90K | Buy |
11,013
+45
| +0.4% | +$368 | 0.01% | 263 |
|
|
2021
Q3 | $105K | Buy |
10,968
+863
| +9% | +$8.26K | 0.02% | 241 |
|
|
2021
Q2 | $107K | Buy |
10,105
+55
| +0.5% | +$582 | 0.02% | 233 |
|
|
2021
Q1 | $77K | Buy |
10,050
+1,205
| +14% | +$9.23K | 0.01% | 230 |
|
|
2020
Q4 | $54K | Sell |
8,845
-10,457
| -54% | -$63.8K | 0.01% | 347 |
|
|
2020
Q3 | $104K | Sell |
19,302
-120
| -0.6% | -$647 | 0.02% | 243 |
|
|
2020
Q2 | $138K | Buy |
19,422
+17,195
| +772% | +$122K | 0.03% | 208 |
|
|
2020
Q1 | $10K | Buy |
2,227
+3
| +0.1% | +$13 | ﹤0.01% | 444 |
|
|
2019
Q4 | $28K | Buy |
+2,224
| New | +$28K | ﹤0.01% | 437 |
|
|
2019
Q3 | – | Sell |
-1,160
| Closed | -$16K | – | 381 |
|
|
2019
Q2 | $16K | Buy |
+1,160
| New | +$16K | ﹤0.01% | 488 |
|