9258 Wealth 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
2024 Q3	$752K	Hold	46,835	–	–	0.11%	151
2024 Q2	$760K	Buy	46,835 +100	+0.2%	+$1.62K	0.12%	145
2024 Q1	$735K	Hold	46,735	–	–	0.11%	152
2023 Q4	$645K	Buy	+46,735	New	+$645K	0.11%	155