Levy Wealth Management Group’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$468K	Hold	28,842	–	–	0.12%	62
2024 Q1	$398K	Hold	28,842	–	–	0.11%	62
2023 Q4	$398K	Hold	28,842	–	–	0.11%	62
2023 Q3	$405K	Hold	28,842	–	–	0.13%	65
2023 Q2	$366K	Sell	28,842 -491	-2%	-$6.22K	0.11%	72
2023 Q1	$366K	Buy	29,333 +491	+2%	+$6.21K	0.11%	67
2022 Q4	$342K	Sell	28,842 -1,600	-5%	-$19.2K	0.11%	63
2022 Q3	$336K	Hold	30,442	–	–	0.14%	49
2022 Q2	$304K	Hold	30,442	–	–	0.14%	52
2022 Q1	$341K	Hold	30,442	–	–	0.14%	46
2021 Q4	$251K	Hold	30,442	–	–	0.11%	65
2021 Q3	$292K	Hold	30,442	–	–	0.16%	53
2021 Q2	$324K	Sell	30,442 -1,131	-4%	-$10.8K	0.19%	48
2021 Q1	$242K	Buy	31,573 +25	+0.1%	+$183	0.16%	52
2020 Q4	$195K	Buy	+31,548	New	+$191K	0.14%	59