Core Wealth Partners’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 | $295K | Hold |
16,288
| – | – | 0.15% | 123 |
|
|
2025
Q1 | $303K | Buy |
16,288
+1,000
| +7% | +$18.6K | 0.18% | 118 |
|
|
2024
Q4 | $299K | Hold |
15,288
| – | – | 0.17% | 123 |
|
|
2024
Q3 | $245K | Hold |
15,288
| – | – | 0.15% | 142 |
|
|
2024
Q2 | $248K | Hold |
15,288
| – | – | 0.17% | 121 |
|
|
2024
Q1 | $240K | Buy |
15,288
+1,000
| +7% | +$15.7K | 0.18% | 110 |
|
|
2023
Q4 | $197K | Buy |
14,288
+1,529
| +12% | +$21.1K | 0.16% | 116 |
|
|
2023
Q3 | $179K | Sell |
12,759
-76
| -0.6% | -$1.07K | 0.16% | 106 |
|
|
2023
Q2 | $163K | Buy |
12,835
+2,546
| +25% | +$32.3K | 0.15% | 108 |
|
|
2023
Q1 | $128K | Sell |
10,289
-2,096
| -17% | -$26.1K | 0.13% | 99 |
|
|
2022
Q4 | $634K | Buy |
+12,385
| New | +$634K | 0.71% | 39 |
|