Empirical Wealth Management’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 | $565K | Sell |
31,188
-2,033
| -6% | -$36.9K | 0.01% | 399 |
|
2025
Q1 | $618K | Sell |
33,221
-783
| -2% | -$14.6K | 0.02% | 367 |
|
2024
Q4 | $666K | Buy |
34,004
+3,775
| +12% | +$74K | 0.02% | 337 |
|
2024
Q3 | $485K | Buy |
30,229
+373
| +1% | +$5.99K | 0.01% | 371 |
|
2024
Q2 | $484K | Sell |
29,856
-2,867
| -9% | -$46.5K | 0.01% | 366 |
|
2024
Q1 | $515K | Buy |
32,723
+13,294
| +68% | +$209K | 0.02% | 337 |
|
2023
Q4 | $268K | Buy |
19,429
+332
| +2% | +$4.58K | 0.01% | 418 |
|
2023
Q3 | $268K | Sell |
19,097
-4,737
| -20% | -$66.5K | 0.01% | 389 |
|
2023
Q2 | $303K | Buy |
23,834
+6,552
| +38% | +$83.2K | 0.01% | 370 |
|
2023
Q1 | $216K | Buy |
17,282
+29
| +0.2% | +$362 | 0.01% | 434 |
|
2022
Q4 | $205K | Buy |
17,253
+232
| +1% | +$2.75K | 0.01% | 434 |
|
2022
Q3 | $188K | Buy |
17,021
+800
| +5% | +$8.84K | 0.01% | 443 |
|
2022
Q2 | $162K | Sell |
16,221
-4,500
| -22% | -$44.9K | 0.01% | 446 |
|
2022
Q1 | $232K | Hold |
20,721
| – | – | 0.01% | 444 |
|
2021
Q4 | $171K | Hold |
20,721
| – | – | 0.01% | 504 |
|
2021
Q3 | $199K | Sell |
20,721
-640
| -3% | -$6.15K | 0.01% | 433 |
|
2021
Q2 | $227K | Buy |
+21,361
| New | +$227K | 0.01% | 406 |
|