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User

Fred Martin

Disciplined Growth Investors

Fred Martin Energy Transfer LP stake

total: 241

Disciplined Growth Investors ET trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2020 Q4
Held for:
4 quarters
Latest activity:
2021 Q4
According to 2026 Q2 report, Fred Martin doesn't hold any Energy Transfer LP (ET) shares. To date, the estimated cost basis is nearly $6.2 for "buy" trades and estimated average "sell" price is $9.61. Disciplined Growth Investors first purchased ET in 2020 Q4, initially acquiring 11,452 shares. Since the initial investment in Energy Transfer LP (ET), Disciplined Growth Investors has made 1 more transaction.

When did Fred Martin sell Energy Transfer LP (ET)?

Fred Martin sold off the entire Energy Transfer LP (ET) position in 2021 Q4.

When did Fred Martin buy Energy Transfer LP (ET)?

Fred Martin first invested in Energy Transfer LP (ET) in 2020 Q4 at the reported quarter-end price of $6.20 per share.

What's the cost basis of Disciplined Growth Investors's ET stake?

The estimated cost basis for Energy Transfer LP (ET) stake is around $6.20 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$6.20
Weighted AVG sell price:
$9.60

Fred Martin's historical trades in Energy Transfer LP

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q4
0.00%
0
$9.61
-100% (-11,452)
-0%
2020 Q4
0.00%
$6.20
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.