Kingswood Wealth Advisors’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 | $685K | Sell |
37,771
-8,407
| -18% | -$152K | 0.05% | 339 |
|
|
2025
Q1 | $864K | Sell |
46,178
-52,799
| -53% | -$987K | 0.08% | 277 |
|
|
2024
Q4 | $1.94M | Buy |
98,977
+5,225
| +6% | +$102K | 0.15% | 155 |
|
|
2024
Q3 | $1.51M | Buy |
93,752
+30,431
| +48% | +$489K | 0.11% | 217 |
|
|
2024
Q2 | $1.03M | Buy |
63,321
+14,692
| +30% | +$238K | 0.09% | 227 |
|
|
2024
Q1 | $765K | Sell |
48,629
-2,673
| -5% | -$42K | 0.09% | 253 |
|
|
2023
Q4 | $708K | Buy |
+51,302
| New | +$708K | 0.08% | 268 |
|
|
2023
Q3 | – | Sell |
-47,094
| Closed | -$598K | – | 447 |
|
|
2023
Q2 | $598K | Buy |
+47,094
| New | +$598K | 0.19% | 116 |
|