JFG Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,333
Closed -$288K 66
2024
Q1
$288K Buy
18,333
+3,333
+22% +$52.4K 0.08% 45
2023
Q4
$207K Buy
+15,000
New +$207K 0.06% 79