Invenio Wealth Partners’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 | $575K | Hold |
31,716
| – | – | 0.23% | 52 |
|
|
2025
Q1 | $590K | Sell |
31,716
-5,000
| -14% | -$93K | 0.25% | 48 |
|
|
2024
Q4 | $719K | Hold |
36,716
| – | – | 0.3% | 45 |
|
|
2024
Q3 | $589K | Sell |
36,716
-5,500
| -13% | -$88.3K | 0.25% | 49 |
|
|
2024
Q2 | $685K | Sell |
42,216
-1,000
| -2% | -$16.2K | 0.34% | 39 |
|
|
2024
Q1 | $680K | Hold |
43,216
| – | – | 0.37% | 41 |
|
|
2023
Q4 | $596K | Hold |
43,216
| – | – | 0.43% | 43 |
|
|
2023
Q3 | $606K | Sell |
43,216
-2,000
| -4% | -$28.1K | 0.55% | 39 |
|
|
2023
Q2 | $574K | Buy |
+45,216
| New | +$574K | 0.65% | 31 |
|