LGT Financial 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
2024
Q3
Sell
-3,805
Closed -$61.7K 725
2024
Q2
$61.7K Buy
3,805
+74
+2% +$1.2K 0.13% 140
2024
Q1
$58.7K Sell
3,731
-21
-0.6% -$330 0.07% 215
2023
Q4
$51.8K Sell
3,752
-114
-3% -$1.57K 0.06% 207
2023
Q3
$54.2K Buy
+3,866
New +$54.2K 0.07% 210