Concord Wealth Partners’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 | $137K | Buy |
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|
2025
Q2 | $142K | Buy |
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|
2025
Q1 | $143K | Sell |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $197K | Sell |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $82.6K | Buy |
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|
2022
Q4 | $78.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $35K | Buy |
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