Marcum Wealth’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
Q1 | $221K | Sell |
11,869
-978
| -8% | -$18.2K | 0.02% | 349 |
|
|
2024
Q4 | $252K | Buy |
12,847
+561
| +5% | +$11K | 0.02% | 318 |
|
|
2024
Q3 | $197K | Sell |
12,286
-674
| -5% | -$10.8K | 0.02% | 368 |
|
|
2024
Q2 | $210K | Buy |
12,960
+204
| +2% | +$3.31K | 0.02% | 332 |
|
|
2024
Q1 | $201K | Buy |
12,756
+186
| +1% | +$2.93K | 0.02% | 347 |
|
|
2023
Q4 | $173K | Sell |
12,570
-1,526
| -11% | -$21.1K | 0.02% | 342 |
|
|
2023
Q3 | $198K | Buy |
14,096
+1,861
| +15% | +$26.1K | 0.02% | 323 |
|
|
2023
Q2 | $155K | Buy |
12,235
+208
| +2% | +$2.64K | 0.02% | 340 |
|
|
2023
Q1 | $150K | Buy |
12,027
+128
| +1% | +$1.6K | 0.02% | 332 |
|
|
2022
Q4 | $141K | Sell |
11,899
-479
| -4% | -$5.69K | 0.02% | 314 |
|
|
2022
Q3 | $137K | Sell |
12,378
-328
| -3% | -$3.63K | 0.02% | 308 |
|
|
2022
Q2 | $127K | Buy |
12,706
+796
| +7% | +$7.96K | 0.02% | 306 |
|
|
2022
Q1 | $133K | Buy |
11,910
+1,491
| +14% | +$16.7K | 0.02% | 329 |
|
|
2021
Q4 | $86K | Buy |
+10,419
| New | +$86K | 0.01% | 332 |
|