Journey Strategic Wealth’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 | $187K | Hold |
10,326
| – | – | 0.01% | 629 |
|
|
2025
Q1 | $192K | Buy |
+10,326
| New | +$192K | 0.01% | 472 |
|
|
2024
Q4 | – | Sell |
-11,586
| Closed | -$186K | – | 521 |
|
|
2024
Q3 | $186K | Buy |
11,586
+1,256
| +12% | +$20.2K | 0.01% | 484 |
|
|
2024
Q2 | $168K | Hold |
10,330
| – | – | 0.01% | 376 |
|
|
2024
Q1 | $162K | Buy |
+10,330
| New | +$162K | 0.01% | 298 |
|
|
2023
Q3 | – | Sell |
-15,450
| Closed | -$196K | – | 210 |
|
|
2023
Q2 | $196K | Hold |
15,450
| – | – | 0.01% | 178 |
|
|
2023
Q1 | $193K | Hold |
15,450
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $183K | Hold |
15,450
| – | – | 0.02% | 222 |
|
|
2022
Q3 | $170K | Hold |
15,450
| – | – | 0.02% | 166 |
|
|
2022
Q2 | $154K | Hold |
15,450
| – | – | 0.02% | 111 |
|
|
2022
Q1 | $173K | Hold |
15,450
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $127K | Buy |
+15,450
| New | +$127K | 0.01% | 198 |
|