Caldwell Trust’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8K | Hold |
3,022
|
|
||||
|
2025
Q1 | $56.2K | Hold |
3,022
|
|
||||
|
2024
Q4 | $59.2K | Hold |
3,022
|
|
||||
|
2024
Q3 | $48.5K | Buy |
3,022
+2,327
|
|
||||
|
2024
Q2 | $11.3K | Hold |
695
|
|
||||
|
2024
Q1 | $10.9K | Hold |
695
|
|
||||
|
2023
Q4 | $9.59K | Hold |
695
|
|
||||
|
2023
Q3 | $9.75K | Hold |
695
|
|
||||
|
2023
Q2 | $8.83K | Hold |
695
|
|
||||
|
2023
Q1 | $8.67K | Hold |
695
|
|
||||
|
2022
Q4 | $8.25K | Hold |
695
|
|
||||
|
2022
Q3 | $7.67K | Hold |
695
|
|
||||
|
2022
Q2 | $6.94K | Hold |
695
|
|
||||
|
2022
Q1 | $7.78K | Hold |
695
|
|
||||
|
2021
Q4 | $5.72K | Hold |
695
|
|
||||
|
2021
Q3 | $6.66K | Hold |
695
|
|
||||
|
2021
Q2 | $7.39K | Hold |
695
|
|
||||
|
2021
Q1 | $5.34K | Hold |
695
|
|
||||
|
2020
Q4 | $4.29K | Hold |
695
|
|
||||
|
2020
Q3 | $3.77K | Hold |
695
|
|
||||
|
2020
Q2 | $4.95K | Sell |
695
-13,568
|
|
||||
|
2020
Q1 | $65.6K | Hold |
14,263
|
|
||||
|
2019
Q4 | $183K | Buy |
+14,263
|
|