Worth Asset Management’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 |
-9,254
| Closed | -$118K | – | 190 |
|
|
2023
Q2 | $118K | Buy |
9,254
+31
| +0.3% | +$394 | 0.09% | 124 |
|
|
2023
Q1 | $115K | Buy |
9,223
+30
| +0.3% | +$374 | 0.09% | 118 |
|
|
2022
Q4 | $109K | Sell |
9,193
-4,172
| -31% | -$49.5K | 0.08% | 113 |
|
|
2022
Q3 | $147K | Buy |
13,365
+1,314
| +11% | +$14.5K | 0.11% | 70 |
|
|
2022
Q2 | $120K | Sell |
12,051
-4,158
| -26% | -$41.4K | 0.08% | 110 |
|
|
2022
Q1 | $173K | Buy |
+16,209
| New | +$173K | 0.11% | 85 |
|