Cascade Financial Partners’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 | $843K | Buy |
46,475
+2,623
| +6% | +$47.6K | 0.1% | 123 |
|
|
2025
Q1 | $815K | Buy |
43,852
+118
| +0.3% | +$2.19K | 0.1% | 116 |
|
|
2024
Q4 | $857K | Buy |
43,734
+1,017
| +2% | +$19.9K | 0.11% | 108 |
|
|
2024
Q3 | $700K | Hold |
42,717
| – | – | 0.09% | 123 |
|
|
2024
Q2 | $693K | Hold |
42,717
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $659K | Buy |
+42,717
| New | +$659K | 0.09% | 121 |
|