Focused Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,559	Closed	-$21.5K	–	438
2023 Q4	$21.5K	Sell	1,559 -630	-29%	-$8.56K	﹤0.01%	430
2023 Q3	$30.7K	Buy	2,189 +11	+0.5%	+$146	0.01%	356
2023 Q2	$27.7K	Buy	2,178 +10	+0.5%	+$127	0.01%	375
2023 Q1	$27K	Sell	2,168 -9,990	-82%	-$126K	0.01%	390
2022 Q4	$144K	Buy	12,158 +9	+0.1%	+$108	0.03%	156
2022 Q3	$134K	Buy	12,149 +8	+0.1%	+$89	0.03%	154
2022 Q2	$121K	Buy	12,141 +7	+0.1%	+$78	0.02%	169
2022 Q1	$136K	Buy	12,134 +647	+6%	+$6.42K	0.02%	180
2021 Q4	$95K	Buy	11,487 +6	+0.1%	+$55	0.01%	286
2021 Q3	$110K	Sell	11,481 -7,294	-39%	-$70K	0.02%	276
2021 Q2	$200K	Sell	18,775 -2,994	-14%	-$28.7K	0.03%	168
2021 Q1	$167K	Sell	21,769 -2,992	-12%	-$21.8K	0.03%	187
2020 Q4	$153K	Buy	24,761 +23,010	+1,314%	+$139K	0.03%	179
2020 Q3	$9K	Buy	1,751 +15	+0.9%	+$95	﹤0.01%	520
2020 Q2	$12K	Buy	1,736 +14	+0.8%	+$104	﹤0.01%	474
2020 Q1	$8K	Buy	1,722 +7	+0.4%	+$75	﹤0.01%	478
2019 Q4	$22K	Buy	1,715 +8	+0.5%	+$99	0.01%	391
2019 Q3	$22K	Buy	1,707 +7	+0.4%	+$98	0.01%	376
2019 Q2	$24K	Buy	1,700 +75	+5%	+$1.11K	0.01%	395
2019 Q1	$25K	Buy	1,625 +10	+0.6%	+$149	0.01%	352
2018 Q4	$21K	Buy	+1,615	New	+$24.5K	0.01%	373