Golden State 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 | $38.1K | Buy |
2,101
+10
| +0.5% | +$181 | ﹤0.01% | 706 |
|
|
2025
Q1 | $38.9K | Buy |
2,091
+19
| +0.9% | +$353 | 0.01% | 643 |
|
|
2024
Q4 | $40.6K | Buy |
+2,072
| New | +$40.6K | 0.01% | 618 |
|
|
2020
Q4 | – | Sell |
-1,595
| Closed | -$9K | – | 286 |
|
|
2020
Q3 | $9K | Buy |
+1,595
| New | +$9K | ﹤0.01% | 404 |
|
|
2020
Q2 | – | Sell |
-1,595
| Closed | -$7K | – | 384 |
|
|
2020
Q1 | $7K | Buy |
+1,595
| New | +$7K | ﹤0.01% | 681 |
|
|
2019
Q4 | – | Sell |
-1,688
| Closed | -$22K | – | 301 |
|
|
2019
Q3 | $22K | Sell |
1,688
-135
| -7% | -$1.76K | 0.01% | 599 |
|
|
2019
Q2 | $25K | Hold |
1,823
| – | – | 0.01% | 578 |
|
|
2019
Q1 | $28K | Buy |
+1,823
| New | +$28K | 0.01% | 559 |
|