CWM
C2C Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
23,797
| – | – | 0.39% | 50 |
|
|
2025
Q1 | $442K | Hold |
23,797
| – | – | 0.42% | 48 |
|
|
2024
Q4 | $466K | Hold |
23,797
| – | – | 0.43% | 47 |
|
|
2024
Q3 | $392K | Hold |
23,797
| – | – | 0.37% | 51 |
|
|
2024
Q2 | $386K | Sell |
23,797
-529
| -2% | -$8.58K | 0.38% | 51 |
|
|
2024
Q1 | $383K | Hold |
24,326
| – | – | 0.38% | 52 |
|
|
2023
Q4 | $335K | Hold |
24,326
| – | – | 0.28% | 73 |
|
|
2023
Q3 | $335K | Hold |
24,326
| – | – | 0.05% | 190 |
|
|
2023
Q2 | $316K | Hold |
24,326
| – | – | 0.04% | 199 |
|
|
2023
Q1 | $307K | Sell |
24,326
-1,250
| -5% | -$15.8K | 0.05% | 193 |
|
|
2022
Q4 | $321K | Sell |
25,576
-792
| -3% | -$9.93K | 0.06% | 132 |
|
|
2022
Q3 | $309K | Hold |
26,368
| – | – | 0.06% | 132 |
|
|
2022
Q2 | $275K | Sell |
26,368
-300
| -1% | -$3.13K | 0.05% | 149 |
|
|
2022
Q1 | $315K | Sell |
26,668
-308
| -1% | -$3.64K | 0.05% | 150 |
|
|
2021
Q4 | $222K | Buy |
+26,976
| New | +$222K | 0.03% | 200 |
|