WealthPLAN Partners’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 |
-892
| Closed | -$11.3K | – | 551 |
|
|
2023
Q2 | $11.3K | Sell |
892
-118
| -12% | -$1.5K | ﹤0.01% | 775 |
|
|
2023
Q1 | $12.6K | Buy |
+1,010
| New | +$12.6K | ﹤0.01% | 811 |
|
|
2017
Q2 | – | Sell |
-4,301
| Closed | -$82.1K | – | 253 |
|
|
2017
Q1 | $82.1K | Buy |
+4,301
| New | +$82.1K | 0.29% | 67 |
|
|
2016
Q3 | – | Sell |
-20,054
| Closed | -$141K | – | 993 |
|
|
2016
Q2 | $141K | Buy |
+20,054
| New | +$141K | 0.02% | 497 |
|
|
2015
Q4 | $6.98K | Buy |
+1,507
| New | +$6.98K | ﹤0.01% | 1259 |
|
|
2015
Q2 | $49K | Buy |
+1,524
| New | +$49K | 0.02% | 171 |
|