Compass 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 | – | Sell |
-4,500
| Closed | -$83.7K | – | 225 |
|
|
2025
Q1 | $83.7K | Hold |
4,500
| – | – | 0.02% | 206 |
|
|
2024
Q4 | $88.2K | Hold |
4,500
| – | – | 0.02% | 207 |
|
|
2024
Q3 | $72.2K | Hold |
4,500
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $73K | Hold |
4,500
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $70.8K | Hold |
4,500
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $62.1K | Hold |
4,500
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $63.1K | Buy |
4,500
+2,500
| +125% | +$35.1K | 0.02% | 218 |
|
|
2023
Q2 | $25.4K | Hold |
2,000
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $24.9K | Hold |
2,000
| – | – | 0.01% | 304 |
|
|
2022
Q4 | $23.7K | Buy |
+2,000
| New | +$23.7K | 0.01% | 301 |
|