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Cypress Wealth Services’s Energy Transfer Partners ET Stock Holding History

Cypress Wealth Services’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,781
Closed -$134K – 251
2023
Q1 		$134K Buy
+10,781
New +$136K 0.04% 241

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TCA
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N
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Cypress Wealth Services's ET Position: Q2 2023 in Review

Cypress Wealth Services sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 10,781 shares — an estimated $134K sold.

Cypress Wealth Services first reported a position in ET in Q1 2023 and held it in 1 quarter. The position peaked at $134K in Q1 2023. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

  • Cypress Wealth Services reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 10,781 Energy Transfer Partners shares in Q2 2023, an estimated $134K.
  • Cypress Wealth Services first reported a position in Energy Transfer Partners in Q1 2023 and held it in 1 quarter.
  • Cypress Wealth Services's Energy Transfer Partners position peaked at $134K in Q1 2023.
  • 953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.