Carson Wealth (CWM LLC)’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
145,388
+9,399
| +7% | +$170K | 0.01% | 845 |
|
|
2025
Q1 | $2.53M | Sell |
135,989
-5,735
| -4% | -$107K | 0.01% | 756 |
|
|
2024
Q4 | $2.78M | Buy |
141,724
+43,288
| +44% | +$848K | 0.01% | 662 |
|
|
2024
Q3 | $1.58M | Buy |
98,436
+37,136
| +61% | +$596K | 0.01% | 803 |
|
|
2024
Q2 | $994K | Buy |
61,300
+13,248
| +28% | +$215K | ﹤0.01% | 889 |
|
|
2024
Q1 | $756K | Buy |
48,052
+2,921
| +6% | +$46K | ﹤0.01% | 968 |
|
|
2023
Q4 | $623K | Sell |
45,131
-16,853
| -27% | -$233K | ﹤0.01% | 981 |
|
|
2023
Q3 | $870K | Sell |
61,984
-155,831
| -72% | -$2.19M | 0.01% | 797 |
|
|
2023
Q2 | $2.77M | Sell |
217,815
-24,334
| -10% | -$309K | 0.02% | 459 |
|
|
2023
Q1 | $3.02M | Buy |
242,149
+158,128
| +188% | +$1.97M | 0.02% | 414 |
|
|
2022
Q4 | $997K | Buy |
84,021
+67,439
| +407% | +$800K | 0.01% | 617 |
|
|
2022
Q3 | $183K | Sell |
16,582
-32,756
| -66% | -$361K | ﹤0.01% | 1089 |
|
|
2022
Q2 | $492K | Buy |
49,338
+39,066
| +380% | +$390K | ﹤0.01% | 736 |
|
|
2022
Q1 | $115K | Buy |
10,272
+5,988
| +140% | +$67K | ﹤0.01% | 1269 |
|
|
2021
Q4 | $35K | Buy |
+4,284
| New | +$35K | ﹤0.01% | 1716 |
|
|
2021
Q2 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2021
Q1 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q4 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q3 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q2 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q1 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q4 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q3 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q2 | $58K | Hold |
5,489
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q1 | $58K | Buy |
5,489
+2,581
| +89% | +$27.3K | ﹤0.01% | 1331 |
|
|
2018
Q4 | $38K | Buy |
+2,908
| New | +$38K | ﹤0.01% | 946 |
|