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 |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $341K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $195K | Buy |
|