Lyell Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$178K Hold
2025
Q2
$188K Hold
2025
Q1
$192K Hold
2024
Q4
$203K Hold
2024
Q3
$166K Sell
2024
Q2
$169K Buy
2024
Q1
$163K Sell
2023
Q4
$144K Buy
2019
Q4
Sell
2019
Q3
$132K Hold
2019
Q2
$142K Hold
2019
Q1
$155K Sell
2018
Q4
$146K Buy