Atlas Private Wealth Advisors’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
$416K Buy
22,928
+378
+2% +$6.85K 0.05% 131
2025
Q1
$419K Buy
22,550
+328
+1% +$6.1K 0.06% 122
2024
Q4
$435K Buy
22,222
+366
+2% +$7.17K 0.06% 109
2024
Q3
$351K Buy
21,856
+386
+2% +$6.2K 0.05% 112
2024
Q2
$348K Buy
21,470
+10,928
+104% +$177K 0.06% 111
2024
Q1
$166K Sell
10,542
-10,133
-49% -$159K 0.06% 108
2023
Q4
$285K Buy
20,675
+427
+2% +$5.89K 0.05% 125
2023
Q3
$284K Buy
20,248
+429
+2% +$6.02K 0.05% 145
2023
Q2
$252K Buy
+19,819
New +$252K 0.05% 157
2021
Q4
Sell
-9,086
Closed -$87K 326
2021
Q3
$87K Hold
9,086
0.05% 183
2021
Q2
$97K Buy
9,086
+3,000
+49% +$32K 0.05% 163
2021
Q1
$47K Buy
6,086
+3,000
+97% +$23.2K 0.03% 238
2020
Q4
$19K Hold
3,086
0.01% 338
2020
Q3
$17K Hold
3,086
0.01% 332
2020
Q2
$22K Buy
+3,086
New +$22K 0.02% 303