LPWM
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Lake Point Wealth Management’s Energy Transfer Partners ET Stock Holding History

Lake Point Wealth Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$171K Buy
17,177
+4,176
+32% +$46.8K 0.1% 36
2022
Q1 		$145K Sell
13,001
-6,325
-33% -$62.7K 0.07% 32
2021
Q4 		$159K Sell
19,326
-674
-3% -$6.12K 0.07% 35
2021
Q3 		$192K Hold
20,000
– – 0.09% 31
2021
Q2 		$213K Buy
+20,000
New +$192K 0.1% 28
2020
Q1 		$69K Hold
15,000
– – 0.06% 35
2019
Q4 		$192K Buy
+15,000
New +$185K 0.06% 50
2019
Q2 		$4K Hold
261
– – ﹤0.01% 451
2019
Q1 		$4K Buy
261
+5
+2% +$74 ﹤0.01% 451
2018
Q4 		$3K Buy
+256
New +$3.89K ﹤0.01% 625

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AA
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TCA
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N
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Bank of America
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UBS Group
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Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return