Axxcess 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 | $323K | Sell |
17,837
-185
| -1% | -$3.35K | 0.01% | 698 |
|
|
2025
Q1 | $335K | Buy |
18,022
+320
| +2% | +$5.95K | 0.01% | 649 |
|
|
2024
Q4 | $347K | Buy |
17,702
+166
| +0.9% | +$3.25K | 0.01% | 634 |
|
|
2024
Q3 | $281K | Buy |
17,536
+256
| +1% | +$4.11K | 0.01% | 705 |
|
|
2024
Q2 | $280K | Sell |
17,280
-47,140
| -73% | -$765K | 0.01% | 671 |
|
|
2024
Q1 | $1.01M | Sell |
64,420
-2,530
| -4% | -$39.8K | 0.03% | 368 |
|
|
2023
Q4 | $924K | Buy |
66,950
+17,114
| +34% | +$236K | 0.03% | 372 |
|
|
2023
Q3 | $699K | Buy |
+49,836
| New | +$699K | 0.02% | 384 |
|
|
2023
Q2 | – | Sell |
-27,425
| Closed | -$342K | – | 623 |
|
|
2023
Q1 | $342K | Buy |
27,425
+9,135
| +50% | +$114K | 0.03% | 447 |
|
|
2022
Q4 | $217K | Sell |
18,290
-61,963
| -77% | -$736K | 0.02% | 533 |
|
|
2022
Q3 | $885K | Buy |
80,253
+80
| +0.1% | +$882 | 0.08% | 206 |
|
|
2022
Q2 | $800K | Buy |
80,173
+61,280
| +324% | +$611K | 0.07% | 218 |
|
|
2022
Q1 | $211K | Buy |
+18,893
| New | +$211K | 0.02% | 569 |
|