Icon 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 | $3.51M | Sell |
193,501
-6,337
| -3% | -$115K | 0.25% | 72 |
|
|
2025
Q1 | $3.71M | Buy |
199,838
+14,224
| +8% | +$264K | 0.31% | 64 |
|
|
2024
Q4 | $3.64M | Buy |
185,614
+11,710
| +7% | +$229K | 0.3% | 64 |
|
|
2024
Q3 | $2.79M | Buy |
173,904
+7,706
| +5% | +$124K | 0.23% | 76 |
|
|
2024
Q2 | $2.7M | Hold |
166,198
| – | – | 0.24% | 73 |
|
|
2024
Q1 | $2.61M | Sell |
166,198
-2,028
| -1% | -$31.9K | 0.24% | 77 |
|
|
2023
Q4 | $2.32M | Buy |
+168,226
| New | +$2.32M | 0.24% | 83 |
|
|
2022
Q4 | $2.06M | Sell |
173,367
-826
| -0.5% | -$9.81K | 0.24% | 93 |
|
|
2022
Q3 | $1.92M | Buy |
+174,193
| New | +$1.92M | 0.23% | 93 |
|