Lyell Wealth 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 | $188K | Hold |
10,350
| – | – | 0.01% | 217 |
|
|
2025
Q1 | $192K | Hold |
10,350
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $203K | Hold |
10,350
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $166K | Sell |
10,350
-86
| -0.8% | -$1.38K | 0.02% | 205 |
|
|
2024
Q2 | $169K | Buy |
10,436
+86
| +0.8% | +$1.4K | 0.02% | 198 |
|
|
2024
Q1 | $163K | Sell |
10,350
-82
| -0.8% | -$1.29K | 0.02% | 196 |
|
|
2023
Q4 | $144K | Buy |
+10,432
| New | +$144K | 0.02% | 193 |
|
|
2019
Q4 | – | Sell |
-10,056
| Closed | -$132K | – | 131 |
|
|
2019
Q3 | $132K | Hold |
10,056
| – | – | 0.04% | 120 |
|
|
2019
Q2 | $142K | Hold |
10,056
| – | – | 0.04% | 120 |
|
|
2019
Q1 | $155K | Sell |
10,056
-974
| -9% | -$15K | 0.05% | 116 |
|
|
2018
Q4 | $146K | Buy |
+11,030
| New | +$146K | 0.06% | 106 |
|