Finer 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 | $3.34M | Buy |
184,413
+8,643
| +5% | +$157K | 1.79% | 16 |
|
|
2025
Q1 | $3.27M | Buy |
175,770
+3,133
| +2% | +$58.2K | 1.96% | 14 |
|
|
2024
Q4 | $3.38M | Buy |
172,637
+12,223
| +8% | +$239K | 1.94% | 15 |
|
|
2024
Q3 | $2.57M | Buy |
160,414
+19,923
| +14% | +$320K | 1.59% | 19 |
|
|
2024
Q2 | $2.28M | Sell |
140,491
-13,235
| -9% | -$215K | 1.47% | 19 |
|
|
2024
Q1 | $2.42M | Buy |
153,726
+39,237
| +34% | +$617K | 1.59% | 19 |
|
|
2023
Q4 | $1.58M | Buy |
114,489
+24,253
| +27% | +$335K | 1.18% | 27 |
|
|
2023
Q3 | $1.27M | Buy |
90,236
+28,902
| +47% | +$405K | 1.01% | 30 |
|
|
2023
Q2 | $779K | Hold |
61,334
| – | – | 0.61% | 40 |
|
|
2023
Q1 | $765K | Buy |
61,334
+23,547
| +62% | +$294K | 0.65% | 40 |
|
|
2022
Q4 | $449K | Hold |
37,787
| – | – | 0.42% | 55 |
|
|
2022
Q3 | $417K | Hold |
37,787
| – | – | 0.41% | 56 |
|
|
2022
Q2 | $377K | Hold |
37,787
| – | – | 0.34% | 58 |
|
|
2022
Q1 | $423K | Buy |
+37,787
| New | +$423K | 0.35% | 56 |
|