MWM
Mattern Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
41,522
-3,500
| -8% | -$63.5K | 0.16% | 71 |
|
|
2025
Q1 | $837K | Buy |
45,022
+1,934
| +4% | +$36K | 0.19% | 74 |
|
|
2024
Q4 | $844K | Buy |
43,088
+3,400
| +9% | +$66.6K | 0.19% | 74 |
|
|
2024
Q3 | $637K | Buy |
39,688
+3,700
| +10% | +$59.4K | 0.14% | 88 |
|
|
2024
Q2 | $584K | Sell |
35,988
-255
| -0.7% | -$4.14K | 0.14% | 93 |
|
|
2024
Q1 | $570K | Buy |
36,243
+6,691
| +23% | +$105K | 0.14% | 99 |
|
|
2023
Q4 | $408K | Hold |
29,552
| – | – | 0.1% | 120 |
|
|
2023
Q3 | $415K | Buy |
29,552
+3,852
| +15% | +$54K | 0.12% | 114 |
|
|
2023
Q2 | $326K | Hold |
25,700
| – | – | 0.1% | 130 |
|
|
2023
Q1 | $320K | Buy |
25,700
+1,500
| +6% | +$18.7K | 0.11% | 136 |
|
|
2022
Q4 | $287K | Sell |
24,200
-1,000
| -4% | -$11.9K | 0.12% | 135 |
|
|
2022
Q3 | $278K | Hold |
25,200
| – | – | 0.11% | 125 |
|
|
2022
Q2 | $251K | Buy |
25,200
+4,500
| +22% | +$44.8K | 0.1% | 129 |
|
|
2022
Q1 | $232K | Buy |
+20,700
| New | +$232K | 0.08% | 146 |
|