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 |
|