Carson Wealth (CWM LLC)’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.35M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $2.78M | Buy |
|
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|
2024
Q3 | $1.58M | Buy |
|
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|
2024
Q2 | $994K | Buy |
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|
2024
Q1 | $756K | Buy |
|
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|
2023
Q4 | $623K | Sell |
|
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $2.77M | Sell |
|
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $997K | Buy |
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|
2022
Q3 | $183K | Sell |
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|
2022
Q2 | $492K | Buy |
|
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $58K | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $58K | Hold |
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|
2019
Q3 | $58K | Hold |
|
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|
2019
Q2 | $58K | Hold |
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|
2019
Q1 | $58K | Buy |
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|
2018
Q4 | $38K | Buy |
|