Fiduciary Alliance’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 | $798K | Buy |
44,004
+8,069
| +22% | +$146K | 0.06% | 253 |
|
2025
Q1 | $668K | Buy |
+35,935
| New | +$668K | 0.07% | 217 |
|
2023
Q3 | – | Sell |
-452
| Closed | -$5.74K | – | 409 |
|
2023
Q2 | $5.74K | Buy |
+452
| New | +$5.74K | ﹤0.01% | 673 |
|
2023
Q1 | – | Sell |
-703
| Closed | -$8.35K | – | 373 |
|
2022
Q4 | $8.35K | Buy |
+703
| New | +$8.35K | ﹤0.01% | 445 |
|