EverSource Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
55,616
+14
| +0% | +$254 | 0.05% | 276 |
|
|
2025
Q1 | $1.03M | Sell |
55,602
-641
| -1% | -$11.9K | 0.06% | 237 |
|
|
2024
Q4 | $1.1M | Buy |
56,243
+39,202
| +230% | +$768K | 0.06% | 229 |
|
|
2024
Q3 | $274K | Buy |
17,041
+1,014
| +6% | +$16.3K | 0.02% | 474 |
|
|
2024
Q2 | $261K | Buy |
16,027
+1,874
| +13% | +$30.5K | 0.02% | 475 |
|
|
2024
Q1 | $223K | Buy |
14,153
+15
| +0.1% | +$236 | 0.02% | 455 |
|
|
2023
Q4 | $195K | Sell |
14,138
-264
| -2% | -$3.64K | 0.02% | 435 |
|
|
2023
Q3 | $202K | Sell |
14,402
-1,550
| -10% | -$21.7K | 0.02% | 395 |
|
|
2023
Q2 | $203K | Buy |
15,952
+2,011
| +14% | +$25.5K | 0.02% | 391 |
|
|
2023
Q1 | $174K | Sell |
13,941
-9,161
| -40% | -$114K | 0.02% | 395 |
|
|
2022
Q4 | $274K | Buy |
23,102
+6,218
| +37% | +$73.8K | 0.04% | 299 |
|
|
2022
Q3 | $186K | Buy |
16,884
+9,582
| +131% | +$106K | 0.04% | 307 |
|
|
2022
Q2 | $73K | Buy |
7,302
+200
| +3% | +$2K | 0.02% | 479 |
|
|
2022
Q1 | $79K | Buy |
7,102
+250
| +4% | +$2.78K | 0.02% | 382 |
|
|
2021
Q4 | $56K | Buy |
+6,852
| New | +$56K | 0.02% | 406 |
|