CBIZ Investment Advisory Services’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
$48.5K Buy
2,677
+34
+1% +$616 ﹤0.01% 138
2025
Q1
$49.1K Buy
2,643
+29
+1% +$539 ﹤0.01% 116
2024
Q4
$51.2K Buy
2,614
+843
+48% +$16.5K ﹤0.01% 109
2024
Q3
$28.4K Buy
+1,771
New +$28.4K ﹤0.01% 145