Lifestyle Asset Management’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,823
Closed -$461K 131
2025
Q1
$461K Sell
24,823
-10,959
-31% -$204K 0.25% 58
2024
Q4
$701K Sell
35,782
-10,753
-23% -$211K 0.38% 51
2024
Q3
$747K Buy
46,535
+1,858
+4% +$29.8K 0.41% 51
2024
Q2
$725K Sell
44,677
-22,534
-34% -$366K 0.42% 54
2024
Q1
$1.06M Buy
+67,211
New +$1.06M 0.62% 44