Centric Wealth Management’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 | $352K | Buy |
+20,399
| New | +$352K | 0.08% | 141 |
|
|
2022
Q4 | – | Sell |
-78,534
| Closed | -$866K | – | 110 |
|
|
2022
Q3 | $866K | Sell |
78,534
-87,030
| -53% | -$960K | 0.34% | 72 |
|
|
2022
Q2 | $1.65M | Sell |
165,564
-53,145
| -24% | -$530K | 0.61% | 42 |
|
|
2022
Q1 | $2.45M | Sell |
218,709
-400,000
| -65% | -$4.48M | 0.77% | 28 |
|
|
2021
Q4 | $5.09M | Sell |
618,709
-755,278
| -55% | -$6.22M | 1.68% | 7 |
|
|
2021
Q3 | $13.2M | Buy |
1,373,987
+100,000
| +8% | +$958K | 4.84% | 2 |
|
|
2021
Q2 | $13.5M | Buy |
1,273,987
+523,128
| +70% | +$5.56M | 4.69% | 2 |
|
|
2021
Q1 | $5.77M | Buy |
750,859
+99,953
| +15% | +$768K | 1.65% | 6 |
|
|
2020
Q4 | $4.02M | Buy |
+650,906
| New | +$4.02M | 1.25% | 9 |
|