CIC Wealth’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$376K Buy
23,439
+5,633
+32% +$90.4K 0.1% 116
2024
Q2
$289K Buy
17,806
+6,101
+52% +$99K 0.08% 125
2024
Q1
$184K Buy
+11,705
New +$184K 0.05% 157