Levy Wealth Management Group’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$6.24K | 0.11% | 72 |
|
|
2023
Q1 | $366K | Buy |
29,333
+491
| +2% | +$6.12K | 0.11% | 67 |
|
|
2022
Q4 | $342K | Sell |
28,842
-1,600
| -5% | -$19K | 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% | -$12K | 0.19% | 48 |
|
|
2021
Q1 | $242K | Buy |
31,573
+25
| +0.1% | +$192 | 0.16% | 52 |
|
|
2020
Q4 | $195K | Buy |
+31,548
| New | +$195K | 0.14% | 59 |
|