Consilium Wealth Advisory’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 | $290K | Hold |
16,000
| – | – | 0.12% | 83 |
|
2025
Q1 | $297K | Hold |
16,000
| – | – | 0.15% | 75 |
|
2024
Q4 | $313K | Hold |
16,000
| – | – | 0.15% | 75 |
|
2024
Q3 | $257K | Hold |
16,000
| – | – | 0.14% | 75 |
|
2024
Q2 | $260K | Hold |
16,000
| – | – | 0.14% | 78 |
|
2024
Q1 | $252K | Hold |
16,000
| – | – | 0.14% | 78 |
|
2023
Q4 | $221K | Hold |
16,000
| – | – | 0.13% | 82 |
|
2023
Q3 | $224K | Hold |
16,000
| – | – | 0.16% | 79 |
|
2023
Q2 | $203K | Hold |
16,000
| – | – | 0.14% | 80 |
|
2023
Q1 | $200K | Hold |
16,000
| – | – | 0.17% | 75 |
|
2022
Q4 | $190K | Hold |
16,000
| – | – | 0.16% | 75 |
|
2022
Q3 | $176K | Hold |
16,000
| – | – | 0.2% | 67 |
|
2022
Q2 | $160K | Hold |
16,000
| – | – | 0.17% | 71 |
|
2022
Q1 | $179K | Hold |
16,000
| – | – | 0.13% | 83 |
|
2021
Q4 | $132K | Buy |
+16,000
| New | +$132K | 0.09% | 87 |
|