Executive 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
2024
Q4
$313K Sell
15,962
-400
-2% -$7.84K 0.02% 204
2024
Q3
$263K Buy
+16,362
New +$263K 0.02% 234
2019
Q3
Sell
-8,575
Closed -$121K 335
2019
Q2
$121K Sell
8,575
-2,434
-22% -$34.3K 0.02% 199
2019
Q1
$169K Buy
11,009
+2,224
+25% +$34.1K 0.03% 159
2018
Q4
$116K Buy
+8,785
New +$116K 0.02% 186