United Asset Strategies’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
Q1 | – | Sell |
-10,208
| Closed | -$141K | – | 238 |
|
|
2023
Q4 | $141K | Buy |
10,208
+29
| +0.3% | +$400 | 0.02% | 229 |
|
|
2023
Q3 | $143K | Buy |
10,179
+30
| +0.3% | +$421 | 0.02% | 223 |
|
|
2023
Q2 | $129K | Buy |
+10,149
| New | +$129K | 0.02% | 224 |
|
|
2020
Q1 | – | Sell |
-10,293
| Closed | -$132K | – | 187 |
|
|
2019
Q4 | $132K | Buy |
+10,293
| New | +$132K | 0.03% | 194 |
|