BigSur 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 | $544K | Hold |
30,000
| – | – | 0.14% | 116 |
|
|
2025
Q1 | $558K | Hold |
30,000
| – | – | 0.15% | 112 |
|
|
2024
Q4 | $588K | Hold |
30,000
| – | – | 0.17% | 107 |
|
|
2024
Q3 | $482K | Hold |
30,000
| – | – | 0.13% | 120 |
|
|
2024
Q2 | $487K | Sell |
30,000
-4,000
| -12% | -$64.9K | 0.15% | 115 |
|
|
2024
Q1 | $535K | Hold |
34,000
| – | – | 0.17% | 104 |
|
|
2023
Q4 | $469K | Hold |
34,000
| – | – | 0.22% | 84 |
|
|
2023
Q3 | $477K | Sell |
34,000
-1
| -0% | -$14 | 0.24% | 81 |
|
|
2023
Q2 | $432K | Sell |
34,001
-4,000
| -11% | -$50.8K | 0.21% | 86 |
|
|
2023
Q1 | $474K | Buy |
38,001
+1
| +0% | +$12 | 0.22% | 86 |
|
|
2022
Q4 | $451K | Sell |
38,000
-13,000
| -25% | -$154K | 0.22% | 86 |
|
|
2022
Q3 | $563K | Hold |
51,000
| – | – | 0.28% | 75 |
|
|
2022
Q2 | $509K | Buy |
51,000
+3,000
| +6% | +$29.9K | 0.24% | 82 |
|
|
2022
Q1 | $537K | Hold |
48,000
| – | – | 0.21% | 87 |
|
|
2021
Q4 | $395K | Buy |
+48,000
| New | +$395K | 0.15% | 95 |
|