V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,090
| Closed | -$141K | – | 184 |
|
|
2023
Q2 | $141K | Buy |
11,090
+49
| +0.4% | +$622 | 0.02% | 374 |
|
|
2023
Q1 | $138K | Buy |
+11,041
| New | +$138K | 0.03% | 371 |
|
|
2022
Q2 | – | Sell |
-10,362
| Closed | -$116K | – | 421 |
|
|
2022
Q1 | $116K | Sell |
10,362
-1,036
| -9% | -$11.6K | 0.02% | 428 |
|
|
2021
Q4 | $94K | Sell |
11,398
-309
| -3% | -$2.55K | 0.01% | 446 |
|
|
2021
Q3 | $112K | Buy |
11,707
+381
| +3% | +$3.65K | 0.02% | 460 |
|
|
2021
Q2 | $121K | Sell |
11,326
-2,800
| -20% | -$29.9K | 0.02% | 457 |
|
|
2021
Q1 | $108K | Sell |
14,126
-400
| -3% | -$3.06K | 0.02% | 415 |
|
|
2020
Q4 | $90K | Buy |
+14,526
| New | +$90K | 0.02% | 376 |
|
|
2020
Q3 | – | Sell |
-21,384
| Closed | -$152K | – | 211 |
|
|
2020
Q2 | $152K | Buy |
21,384
+1,417
| +7% | +$10.1K | 0.04% | 331 |
|
|
2020
Q1 | $92K | Buy |
19,967
+1,553
| +8% | +$7.16K | 0.03% | 299 |
|
|
2019
Q4 | $241K | Hold |
18,414
| – | – | 0.09% | 236 |
|
|
2019
Q3 | $241K | Hold |
18,414
| – | – | 0.09% | 238 |
|
|
2019
Q2 | $258K | Buy |
18,414
+3,444
| +23% | +$48.3K | 0.1% | 213 |
|
|
2019
Q1 | $230K | Sell |
14,970
-150
| -1% | -$2.31K | 0.09% | 220 |
|
|
2018
Q4 | $223K | Buy |
+15,120
| New | +$223K | 0.11% | 192 |
|
|
2017
Q4 | – | Sell |
-12,252
| Closed | -$214K | – | 212 |
|
|
2017
Q3 | $214K | Hold |
12,252
| – | – | 0.11% | 171 |
|
|
2017
Q2 | $219K | Sell |
12,252
-4,780
| -28% | -$85.4K | 0.1% | 167 |
|
|
2017
Q1 | $336K | Sell |
17,032
-2,000
| -11% | -$39.5K | 0.21% | 123 |
|
|
2016
Q4 | $368K | Hold |
19,032
| – | – | 0.27% | 111 |
|
|
2016
Q3 | $320K | Hold |
19,032
| – | – | 0.26% | 116 |
|
|
2016
Q2 | $272K | Sell |
19,032
-1,021
| -5% | -$14.6K | 0.22% | 123 |
|
|
2016
Q1 | $136K | Buy |
+20,053
| New | +$136K | 0.11% | 143 |
|