Focused 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
Q1
Sell
-1,559
Closed -$21.5K 399
2023
Q4
$21.5K Sell
1,559
-630
-29% -$8.69K ﹤0.01% 429
2023
Q3
$30.7K Buy
2,189
+11
+0.5% +$154 0.01% 354
2023
Q2
$27.7K Buy
2,178
+10
+0.5% +$127 0.01% 373
2023
Q1
$27K Sell
2,168
-9,990
-82% -$125K 0.01% 388
2022
Q4
$144K Buy
12,158
+9
+0.1% +$107 0.03% 156
2022
Q3
$134K Buy
12,149
+8
+0.1% +$88 0.03% 153
2022
Q2
$121K Buy
12,141
+7
+0.1% +$70 0.02% 167
2022
Q1
$136K Buy
12,134
+647
+6% +$7.25K 0.02% 179
2021
Q4
$95K Buy
11,487
+6
+0.1% +$50 0.01% 285
2021
Q3
$110K Sell
11,481
-7,294
-39% -$69.9K 0.02% 270
2021
Q2
$200K Sell
18,775
-2,994
-14% -$31.9K 0.03% 168
2021
Q1
$167K Sell
21,769
-2,992
-12% -$23K 0.03% 186
2020
Q4
$153K Buy
24,761
+23,010
+1,314% +$142K 0.03% 178
2020
Q3
$9K Buy
1,751
+15
+0.9% +$77 ﹤0.01% 492
2020
Q2
$12K Buy
1,736
+14
+0.8% +$97 ﹤0.01% 451
2020
Q1
$8K Buy
1,722
+7
+0.4% +$33 ﹤0.01% 460
2019
Q4
$22K Buy
1,715
+8
+0.5% +$103 0.01% 387
2019
Q3
$22K Buy
1,707
+7
+0.4% +$90 0.01% 373
2019
Q2
$24K Buy
1,700
+75
+5% +$1.06K 0.01% 387
2019
Q1
$25K Buy
1,625
+10
+0.6% +$154 0.01% 348
2018
Q4
$21K Buy
+1,615
New +$21K 0.01% 365