Act 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
2025
Q2
$377K Sell
20,795
-924
-4% -$16.8K 0.16% 32
2025
Q1
$404K Buy
21,719
+1,749
+9% +$32.5K 0.18% 28
2024
Q4
$391K Sell
19,970
-570
-3% -$11.2K 0.18% 29
2024
Q3
$330K Hold
20,540
0.15% 29
2024
Q2
$333K Buy
20,540
+170
+0.8% +$2.76K 0.16% 25
2024
Q1
$320K Buy
20,370
+1,750
+9% +$27.5K 0.16% 24
2023
Q4
$257K Hold
18,620
0.14% 31
2023
Q3
$261K Sell
18,620
-2,047
-10% -$28.7K 0.18% 28
2023
Q2
$262K Buy
20,667
+2,236
+12% +$28.4K 0.15% 31
2023
Q1
$230K Sell
18,431
-777
-4% -$9.69K 0.14% 33
2022
Q4
$228K Sell
19,208
-792
-4% -$9.4K 0.14% 33
2022
Q3
$221K Sell
20,000
-2,723
-12% -$30.1K 0.16% 31
2022
Q2
$227K Buy
22,723
+82
+0.4% +$819 0.15% 32
2022
Q1
$253K Buy
+22,641
New +$253K 0.14% 31