AWA
Amplius Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
14,231
+383
| +3% | +$6.94K | 0.02% | 175 |
|
|
2025
Q1 | $257K | Sell |
13,848
-650
| -4% | -$12.1K | 0.03% | 151 |
|
|
2024
Q4 | $284K | Sell |
14,498
-29
| -0.2% | -$568 | 0.03% | 141 |
|
|
2024
Q3 | $233K | Sell |
14,527
-51
| -0.3% | -$819 | 0.03% | 156 |
|
|
2024
Q2 | $236K | Sell |
14,578
-1,470
| -9% | -$23.8K | 0.03% | 151 |
|
|
2024
Q1 | $252K | Buy |
16,048
+381
| +2% | +$5.99K | 0.03% | 148 |
|
|
2023
Q4 | $216K | Sell |
15,667
-168
| -1% | -$2.32K | 0.03% | 160 |
|
|
2023
Q3 | $222K | Buy |
15,835
+32
| +0.2% | +$449 | 0.03% | 143 |
|
|
2023
Q2 | $201K | Sell |
15,803
-68
| -0.4% | -$864 | 0.03% | 160 |
|
|
2023
Q1 | $198K | Sell |
15,871
-270
| -2% | -$3.37K | 0.03% | 158 |
|
|
2022
Q4 | $192K | Sell |
16,141
-356
| -2% | -$4.23K | 0.03% | 155 |
|
|
2022
Q3 | $182K | Buy |
16,497
+6,000
| +57% | +$66.2K | 0.03% | 152 |
|
|
2022
Q2 | $104K | Buy |
+10,497
| New | +$104K | 0.02% | 166 |
|
|
2022
Q1 | – | Sell |
-9,359
| Closed | -$77K | – | 404 |
|
|
2021
Q4 | $77K | Buy |
+9,359
| New | +$77K | 0.01% | 276 |
|