Certified Advisory Corp’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	–	Sell	-10,170	Closed	-$184K	–	318
2025 Q2	$184K	Buy	10,170 +6	+0.1%	+$105	0.02%	300
2025 Q1	$189K	Buy	10,164 +4	+0%	+$78	0.02%	291
2024 Q4	$199K	Buy	10,160 +6	+0.1%	+$106	0.02%	293
2024 Q3	$163K	Buy	10,154 +6	+0.1%	+$97	0.02%	293
2024 Q2	$165K	Buy	10,148 +5	+0%	+$79	0.02%	280
2024 Q1	$160K	Buy	10,143 +6	+0.1%	+$87	0.02%	260
2023 Q4	$140K	Buy	+10,137	New	+$138K	0.02%	257
2021 Q2	–	Sell	-2,068	Closed	-$16K	–	363
2021 Q1	$16K	Buy	+2,068	New	+$15.1K	﹤0.01%	532
2020 Q2	$25K	Buy	3,547 +1,508	+74%	+$11.2K	0.01%	399
2020 Q1	$9K	Sell	2,039 -1,607	-44%	-$17.1K	﹤0.01%	540
2019 Q4	$47K	Sell	3,646 -196	-5%	-$2.42K	0.02%	328
2019 Q3	$50K	Buy	3,842 +19	+0.5%	+$265	0.02%	319
2019 Q2	$54K	Sell	3,823 -653	-15%	-$9.67K	0.02%	304
2019 Q1	$69K	Buy	4,476 +117	+3%	+$1.74K	0.03%	260
2018 Q4	$58K	Buy	+4,359	New	+$66.2K	0.03%	254