Baldwin Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Baldwin Wealth Partners’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.82M	Sell	266,003 -2,750	-1%	-$49.9K	0.33%	60
2025 Q1	$5M	Sell	268,753 -17,826	-6%	-$331K	0.35%	58
2024 Q4	$5.61M	Buy	286,579 +1,650	+0.6%	+$32.3K	0.39%	58
2024 Q3	$4.57M	Sell	284,929 -2,200	-0.8%	-$35.3K	0.31%	61
2024 Q2	$4.66M	Hold	287,129	–	–	0.36%	59
2024 Q1	$4.52M	Sell	287,129 -1,200	-0.4%	-$18.9K	0.34%	63
2023 Q4	$3.98M	Buy	288,329 +400	+0.1%	+$5.52K	0.31%	63
2023 Q3	$4.04M	Sell	287,929 -3,300	-1%	-$46.3K	0.35%	63
2023 Q2	$3.7M	Sell	291,229 -4,500	-2%	-$57.2K	0.3%	69
2023 Q1	$3.69M	Buy	295,729 +16,300	+6%	+$203K	0.32%	67
2022 Q4	$3.32M	Buy	279,429 +214,225	+329%	+$2.54M	0.3%	78
2022 Q3	$719K	Sell	65,204 -451	-0.7%	-$4.97K	0.1%	81
2022 Q2	$655K	Sell	65,655 -450	-0.7%	-$4.49K	0.08%	86
2022 Q1	$740K	Hold	66,105	–	–	0.08%	89
2021 Q4	$544K	Hold	66,105	–	–	0.05%	117
2021 Q3	$633K	Hold	66,105	–	–	0.07%	95
2021 Q2	$703K	Buy	66,105 +3,000	+5%	+$31.9K	0.08%	90
2021 Q1	$485K	Hold	63,105	–	–	0.06%	108
2020 Q4	$390K	Hold	63,105	–	–	0.05%	125
2020 Q3	$342K	Hold	63,105	–	–	0.05%	127
2020 Q2	$449K	Sell	63,105 -339	-0.5%	-$2.41K	0.07%	103
2020 Q1	$292K	Sell	63,444 -6,650	-9%	-$30.6K	0.05%	124
2019 Q4	$899K	Sell	70,094 -24,799	-26%	-$318K	0.13%	83
2019 Q3	$1.24M	Sell	94,893 -36,339	-28%	-$475K	0.19%	71
2019 Q2	$1.85M	Sell	131,232 -6,690	-5%	-$94.2K	0.27%	64
2019 Q1	$2.12M	Buy	137,922 +8,252	+6%	+$127K	0.32%	59
2018 Q4	$1.71M	Buy	129,670 +69,404	+115%	+$917K	0.29%	60
2018 Q3	$1.05M	Buy	60,266 +34,803	+137%	+$606K	0.15%	88
2018 Q2	$439K	Buy	25,463 +24,799	+3,735%	+$428K	0.07%	135
2018 Q1	$9K	Sell	664 -600	-47%	-$8.13K	﹤0.01%	440
2017 Q4	$22K	Hold	1,264	–	–	﹤0.01%	365
2017 Q3	$22K	Hold	1,264	–	–	﹤0.01%	360
2017 Q2	$23K	Sell	1,264 -140	-10%	-$2.55K	﹤0.01%	363
2017 Q1	$28K	Hold	1,404	–	–	﹤0.01%	340
2016 Q4	$27K	Hold	1,404	–	–	﹤0.01%	345
2016 Q3	$24K	Hold	1,404	–	–	﹤0.01%	362
2016 Q2	$20K	Hold	1,404	–	–	﹤0.01%	338
2016 Q1	$10K	Sell	1,404 -9,300	-87%	-$66.2K	﹤0.01%	410
2015 Q4	$147K	Sell	10,704 -5,700	-35%	-$78.3K	0.02%	217
2015 Q3	$341K	Sell	16,404 -1,500	-8%	-$31.2K	0.06%	183
2015 Q2	$574K	Sell	17,904 -736	-4%	-$23.6K	0.09%	163
2015 Q1	$591K	Sell	18,640 -1,064	-5%	-$33.7K	0.09%	160
2014 Q4	$565K	Sell	19,704 -500	-2%	-$14.3K	0.08%	168
2014 Q3	$623K	Hold	20,204	–	–	0.09%	165
2014 Q2	$595K	Hold	20,204	–	–	0.09%	162
2014 Q1	$472K	Buy	20,204 +8,740	+76%	+$204K	0.08%	169
2013 Q4	$234K	Buy	+11,464	New	+$234K	0.04%	216