Integrated Wealth Concepts’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.82M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.75M | Sell |
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|
2024
Q3 | $2.31M | Buy |
|
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $4.17M | Buy |
|
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|
2023
Q2 | $3.67M | Sell |
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|
2023
Q1 | $3.62M | Buy |
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|
2022
Q4 | $729K | Buy |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $339K | Buy |
|
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $182K | Buy |
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|
2021
Q1 | $111K | Buy |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $165K | Buy |
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