Greystone Financial Group’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-289,709	Closed	-$4.06M	–	114
2023 Q3	$4.06M	Sell	289,709 -112,378	-28%	-$1.58M	1.01%	40
2023 Q2	$5.11M	Sell	402,087 -175,884	-30%	-$2.23M	1.18%	34
2023 Q1	$7.21M	Buy	+577,971	New	+$7.21M	1.82%	27