Financial Synergies 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 | – | Sell |
-10,761
| Closed | -$200K | – | 91 |
|
|
2025
Q1 | $200K | Buy |
10,761
+170
| +2% | +$3.16K | 0.02% | 81 |
|
|
2024
Q4 | $207K | Buy |
+10,591
| New | +$207K | 0.03% | 69 |
|
|
2024
Q2 | – | Sell |
-3,186
| Closed | -$50.1K | – | 189 |
|
|
2024
Q1 | $50.1K | Buy |
+3,186
| New | +$50.1K | 0.01% | 128 |
|
|
2023
Q4 | – | Sell |
-1,512
| Closed | -$21.2K | – | 491 |
|
|
2023
Q3 | $21.2K | Buy |
1,512
+524
| +53% | +$7.35K | ﹤0.01% | 169 |
|
|
2023
Q2 | $12.6K | Buy |
988
+511
| +107% | +$6.49K | ﹤0.01% | 213 |
|
|
2023
Q1 | $5.94K | Buy |
+477
| New | +$5.94K | ﹤0.01% | 257 |
|