Westover Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
19,200
| – | – | 0.07% | 175 |
|
|
2025
Q1 | $357K | Hold |
19,200
| – | – | 0.08% | 175 |
|
|
2024
Q4 | $376K | Hold |
19,200
| – | – | 0.08% | 167 |
|
|
2024
Q3 | $308K | Hold |
19,200
| – | – | 0.06% | 199 |
|
|
2024
Q2 | $311K | Buy |
+19,200
| New | +$311K | 0.08% | 168 |
|
|
2021
Q4 | – | Sell |
-21,000
| Closed | -$201K | – | 181 |
|
|
2021
Q3 | $201K | Buy |
+21,000
| New | +$201K | 0.06% | 168 |
|
|
2020
Q1 | – | Sell |
-11,700
| Closed | -$150K | – | 127 |
|
|
2019
Q4 | $150K | Hold |
11,700
| – | – | 0.07% | 143 |
|
|
2019
Q3 | $153K | Hold |
11,700
| – | – | 0.07% | 135 |
|
|
2019
Q2 | $165K | Hold |
11,700
| – | – | 0.08% | 136 |
|
|
2019
Q1 | $180K | Hold |
11,700
| – | – | 0.09% | 132 |
|
|
2018
Q4 | $155K | Buy |
+11,700
| New | +$155K | 0.1% | 107 |
|