Waldron Private Wealth’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
Q2 | – | Sell |
-10,810
| Closed | -$135K | – | 395 |
|
|
2023
Q1 | $135K | Buy |
+10,810
| New | +$135K | 0.01% | 401 |
|
|
2020
Q2 | – | Sell |
-60,000
| Closed | -$276K | – | 265 |
|
|
2020
Q1 | $276K | Buy |
60,000
+20,000
| +50% | +$92K | 0.03% | 190 |
|
|
2019
Q4 | $513K | Buy |
+40,000
| New | +$513K | 0.05% | 159 |
|
|
2017
Q2 | – | Sell |
-20,442
| Closed | -$403K | – | 164 |
|
|
2017
Q1 | $403K | Buy |
+20,442
| New | +$403K | 0.1% | 130 |
|