Integrated Wealth Concepts’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 | $2.73M | Buy |
150,731
+6,842
| +5% | +$124K | 0.03% | 523 |
|
|
2025
Q1 | $2.67M | Buy |
143,889
+3,711
| +3% | +$69K | 0.03% | 502 |
|
|
2024
Q4 | $2.75M | Sell |
140,178
-4,022
| -3% | -$78.8K | 0.03% | 456 |
|
|
2024
Q3 | $2.31M | Buy |
144,200
+19,669
| +16% | +$316K | 0.03% | 507 |
|
|
2024
Q2 | $2.02M | Sell |
124,531
-19,850
| -14% | -$322K | 0.03% | 508 |
|
|
2024
Q1 | $2.27M | Sell |
144,381
-129,148
| -47% | -$2.03M | 0.03% | 479 |
|
|
2023
Q4 | $3.77M | Sell |
273,529
-23,548
| -8% | -$325K | 0.06% | 290 |
|
|
2023
Q3 | $4.17M | Buy |
297,077
+7,947
| +3% | +$111K | 0.07% | 257 |
|
|
2023
Q2 | $3.67M | Sell |
289,130
-1,312
| -0.5% | -$16.7K | 0.06% | 290 |
|
|
2023
Q1 | $3.62M | Buy |
290,442
+228,987
| +373% | +$2.86M | 0.07% | 246 |
|
|
2022
Q4 | $729K | Buy |
61,455
+12,442
| +25% | +$148K | 0.02% | 552 |
|
|
2022
Q3 | $541K | Buy |
49,013
+15,000
| +44% | +$166K | 0.02% | 563 |
|
|
2022
Q2 | $339K | Buy |
34,013
+4,400
| +15% | +$43.9K | 0.01% | 717 |
|
|
2022
Q1 | $331K | Sell |
29,613
-120
| -0.4% | -$1.34K | 0.01% | 709 |
|
|
2021
Q4 | $245K | Buy |
29,733
+211
| +0.7% | +$1.74K | 0.01% | 865 |
|
|
2021
Q3 | $283K | Buy |
29,522
+12,360
| +72% | +$118K | 0.01% | 761 |
|
|
2021
Q2 | $182K | Buy |
17,162
+2,733
| +19% | +$29K | 0.01% | 776 |
|
|
2021
Q1 | $111K | Buy |
14,429
+546
| +4% | +$4.2K | ﹤0.01% | 715 |
|
|
2020
Q4 | $86K | Buy |
13,883
+3,116
| +29% | +$19.3K | ﹤0.01% | 614 |
|
|
2020
Q3 | $58K | Sell |
10,767
-12,476
| -54% | -$67.2K | ﹤0.01% | 561 |
|
|
2020
Q2 | $165K | Buy |
+23,243
| New | +$165K | 0.01% | 496 |
|