CWS
Confluence Wealth Services’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
+224,620
| New | +$4.07M | 0.22% | 59 |
|
|
2022
Q3 | – | Sell |
-118,866
| Closed | -$1.37M | – | 240 |
|
|
2022
Q2 | $1.37M | Buy |
+118,866
| New | +$1.37M | 0.6% | 51 |
|
|
2022
Q1 | – | Sell |
-9,712
| Closed | -$79K | – | 507 |
|
|
2021
Q4 | $79K | Buy |
+9,712
| New | +$79K | 0.03% | 369 |
|