Madison 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
2023
Q3
$1.82M Sell
129,410
-75
-0.1% -$1.05K 0.38% 75
2023
Q2
$1.64M Buy
129,485
+67,600
+109% +$859K 0.33% 80
2023
Q1
$772K Buy
61,885
+14,085
+29% +$176K 0.17% 99
2022
Q4
$567K Buy
47,800
+26,900
+129% +$319K 0.13% 105
2022
Q3
$231K Buy
20,900
+4,800
+30% +$53.1K 0.06% 146
2022
Q2
$161K Hold
16,100
0.04% 154
2022
Q1
$180K Buy
+16,100
New +$180K 0.04% 149
2020
Q3
Sell
-85,765
Closed -$611K 132
2020
Q2
$611K Buy
+85,765
New +$611K 0.2% 80