HHM Wealth Advisors’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 | $41.2K | Buy |
2,270
+800
| +54% | +$14.5K | ﹤0.01% | 404 |
|
|
2025
Q1 | $27.3K | Buy |
1,470
+86
| +6% | +$1.6K | ﹤0.01% | 461 |
|
|
2024
Q4 | $27.1K | Sell |
1,384
-100
| -7% | -$1.96K | ﹤0.01% | 449 |
|
|
2024
Q3 | $23.8K | Sell |
1,484
-4,450
| -75% | -$71.4K | ﹤0.01% | 439 |
|
|
2024
Q2 | $96.3K | Buy |
5,934
+1,700
| +40% | +$27.6K | 0.01% | 253 |
|
|
2024
Q1 | $66.6K | Sell |
4,234
-2,521
| -37% | -$39.7K | 0.01% | 265 |
|
|
2023
Q4 | $93.2K | Buy |
6,755
+1,177
| +21% | +$16.2K | 0.02% | 211 |
|
|
2023
Q3 | $78.3K | Hold |
5,578
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $70.8K | Buy |
5,578
+3,850
| +223% | +$48.9K | 0.01% | 239 |
|
|
2023
Q1 | $21.5K | Hold |
1,728
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $20.5K | Hold |
1,728
| – | – | ﹤0.01% | 358 |
|
|
2022
Q3 | $19K | Hold |
1,728
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $17K | Hold |
1,728
| – | – | ﹤0.01% | 447 |
|
|
2022
Q1 | $19K | Hold |
1,728
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $14K | Sell |
1,728
-150
| -8% | -$1.22K | ﹤0.01% | 484 |
|
|
2021
Q3 | $18K | Hold |
1,878
| – | – | ﹤0.01% | 415 |
|
|
2021
Q2 | $20K | Buy |
1,878
+1,728
| +1,152% | +$18.4K | 0.01% | 396 |
|
|
2021
Q1 | $1K | Hold |
150
| – | – | ﹤0.01% | 555 |
|
|
2020
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 483 |
|
|
2020
Q2 | $1K | Hold |
150
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 452 |
|