CWP
CFM Wealth Partners’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
188,858
-4,292
| -2% | -$77.8K | 0.54% | 43 |
|
|
2025
Q1 | $3.59M | Buy |
193,150
+12,666
| +7% | +$235K | 0.63% | 42 |
|
|
2024
Q4 | $3.54M | Sell |
180,484
-5,687
| -3% | -$111K | 0.6% | 43 |
|
|
2024
Q3 | $2.99M | Hold |
186,171
| – | – | 0.52% | 47 |
|
|
2024
Q2 | $3.02M | Buy |
186,171
+49
| +0% | +$795 | 0.55% | 45 |
|
|
2024
Q1 | $2.93M | Buy |
186,122
+24,373
| +15% | +$383K | 0.59% | 46 |
|
|
2023
Q4 | $2.23M | Buy |
+161,749
| New | +$2.23M | 0.5% | 50 |
|
|
2023
Q3 | – | Sell |
-161,749
| Closed | -$2.05M | – | 146 |
|
|
2023
Q2 | $2.05M | Buy |
+161,749
| New | +$2.05M | 0.5% | 54 |
|
|
2023
Q1 | – | Sell |
-159,444
| Closed | -$1.89M | – | 159 |
|
|
2022
Q4 | $1.89M | Buy |
+159,444
| New | +$1.89M | 0.57% | 50 |
|
|
2022
Q3 | – | Sell |
-160,510
| Closed | -$1.6M | – | 159 |
|
|
2022
Q2 | $1.6M | Buy |
160,510
+2,000
| +1% | +$20K | 0.48% | 53 |
|
|
2022
Q1 | $1.77M | Hold |
158,510
| – | – | 0.42% | 64 |
|
|
2021
Q4 | $1.38M | Sell |
158,510
-641
| -0.4% | -$5.59K | 0.31% | 69 |
|
|
2021
Q3 | $1.52M | Buy |
+159,151
| New | +$1.52M | 0.38% | 58 |
|