Curated 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
$301K Hold
16,600
0.04% 123
2025
Q1
$309K Buy
16,600
+1,000
+6% +$18.6K 0.04% 122
2024
Q4
$306K Buy
+15,600
New +$306K 0.03% 115