Delap Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

Delap Wealth Advisory’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
2025 Q2	$262K	Buy
2025 Q1	$263K	Buy
2024 Q4	$277K	Buy
2024 Q3	$213K	Buy
2024 Q2	$211K	Buy
2024 Q1	$196K	Buy
2023 Q4	$168K	Buy
2023 Q3	$167K	Buy
2023 Q2	–	Sell
2023 Q1	$142K	Buy