Wescott Financial Advisory Group’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
Q4 | – | Sell |
-18,840
| Closed | -$264K | – | 166 |
|
|
2023
Q3 | $264K | Sell |
18,840
-19,087
| -50% | -$268K | 0.05% | 136 |
|
|
2023
Q2 | $482K | Buy |
37,927
+901
| +2% | +$11.4K | 0.09% | 103 |
|
|
2023
Q1 | $462K | Buy |
37,026
+842
| +2% | +$10.5K | 0.1% | 97 |
|
|
2022
Q4 | $429K | Buy |
36,184
+770
| +2% | +$9.14K | 0.09% | 97 |
|
|
2022
Q3 | $391K | Buy |
35,414
+938
| +3% | +$10.4K | 0.11% | 95 |
|
|
2022
Q2 | $344K | Buy |
+34,476
| New | +$344K | 0.09% | 100 |
|
|
2021
Q1 | – | Sell |
-41,443
| Closed | -$256K | – | 65 |
|
|
2020
Q4 | $256K | Buy |
+41,443
| New | +$256K | 0.18% | 50 |
|