Delap 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 | $262K | Buy |
14,428
+257
| +2% | +$4.66K | 0.13% | 71 |
|
|
2025
Q1 | $263K | Buy |
14,171
+10
| +0.1% | +$186 | 0.15% | 69 |
|
|
2024
Q4 | $277K | Buy |
14,161
+901
| +7% | +$17.7K | 0.17% | 64 |
|
|
2024
Q3 | $213K | Buy |
13,260
+254
| +2% | +$4.08K | 0.13% | 60 |
|
|
2024
Q2 | $211K | Buy |
13,006
+545
| +4% | +$8.84K | 0.1% | 110 |
|
|
2024
Q1 | $196K | Buy |
12,461
+260
| +2% | +$4.09K | 0.08% | 252 |
|
|
2023
Q4 | $168K | Buy |
12,201
+271
| +2% | +$3.74K | 0.08% | 95 |
|
|
2023
Q3 | $167K | Buy |
+11,930
| New | +$167K | 0.16% | 54 |
|
|
2023
Q2 | – | Sell |
-11,380
| Closed | -$142K | – | 53 |
|
|
2023
Q1 | $142K | Buy |
+11,380
| New | +$142K | 0.15% | 58 |
|