Delos Wealth Advisors’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 | $887K | Hold |
48,914
| – | – | 0.69% | 34 |
|
|
2025
Q1 | $909K | Hold |
48,914
| – | – | 0.72% | 34 |
|
|
2024
Q4 | $958K | Buy |
48,914
+14,836
| +44% | +$291K | 0.76% | 33 |
|
|
2024
Q3 | $547K | Buy |
34,078
+554
| +2% | +$8.89K | 0.48% | 38 |
|
|
2024
Q2 | $544K | Hold |
33,524
| – | – | 0.53% | 37 |
|
|
2024
Q1 | $527K | Hold |
33,524
| – | – | 0.59% | 36 |
|
|
2023
Q4 | $463K | Buy |
33,524
+11,248
| +50% | +$155K | 0.67% | 28 |
|
|
2023
Q3 | $300K | Hold |
22,276
| – | – | 0.36% | 37 |
|
|
2023
Q2 | $283K | Hold |
22,276
| – | – | 0.36% | 36 |
|
|
2023
Q1 | $278K | Hold |
22,276
| – | – | 0.35% | 38 |
|
|
2022
Q4 | $264K | Buy |
22,276
+8,413
| +61% | +$99.9K | 0.41% | 34 |
|
|
2022
Q3 | $153K | Hold |
13,863
| – | – | 0.18% | 40 |
|
|
2022
Q2 | $138K | Hold |
13,863
| – | – | 0.15% | 45 |
|
|
2022
Q1 | $155K | Hold |
13,863
| – | – | 0.15% | 52 |
|
|
2021
Q4 | $114K | Buy |
13,863
+6,618
| +91% | +$54.4K | 0.11% | 47 |
|
|
2021
Q3 | $69K | Hold |
7,245
| – | – | 0.08% | 51 |
|
|
2021
Q2 | $77K | Buy |
+7,245
| New | +$77K | 0.1% | 49 |
|