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KLWA
Kelly Lawrence W & Associates’s
Energy Transfer Partners
ET
Stock Holding History
Kelly Lawrence W & Associates’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$69.5K
Hold
3,600
–
–
0.02%
99
2025
Q4
$59.4K
Hold
3,600
–
–
0.01%
103
2025
Q3
$61.8K
Hold
3,600
–
–
0.02%
109
2025
Q2
$65.3K
Hold
3,600
–
–
0.02%
104
2025
Q1
$66.9K
Hold
3,600
–
–
0.02%
108
2024
Q4
$70.5K
Hold
3,600
–
–
0.02%
108
2024
Q3
$57.8K
Hold
3,600
–
–
0.01%
114
2024
Q2
$58.4K
Sell
3,600
-250
-6%
-$3.93K
0.01%
113
2024
Q1
$60.6K
Hold
3,850
–
–
0.01%
110
2023
Q4
$53.1K
Buy
3,850
+250
+7%
+$3.4K
0.01%
110
2023
Q3
$50.5K
Hold
3,600
–
–
0.01%
109
2023
Q2
$45.9K
Hold
3,600
–
–
0.01%
105
2023
Q1
$44.9K
Hold
3,600
–
–
0.01%
109
2022
Q4
$42.7K
Hold
3,600
–
–
0.01%
109
2022
Q3
$40K
Hold
3,600
–
–
0.01%
121
2022
Q2
$36K
Hold
3,600
–
–
0.01%
131
2022
Q1
$40K
Hold
3,600
–
–
0.01%
121
2021
Q4
$30K
Buy
+3,600
New
+$32.7K
0.01%
135
2019
Q4
–
Sell
-4,800
Closed
-$63K
–
135
2019
Q3
$63K
Hold
4,800
–
–
0.01%
104
2019
Q2
$68K
Hold
4,800
–
–
0.01%
102
2019
Q1
$74K
Sell
4,800
-2,496
-34%
-$37.1K
0.01%
100
2018
Q4
$96K
Buy
+7,296
New
+$111K
0.02%
93
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$6.22B AUM
18.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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