Mission 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 | $934K | Sell |
51,534
-1,447
| -3% | -$26.2K | 0.02% | 325 |
|
|
2025
Q1 | $985K | Buy |
52,981
+953
| +2% | +$17.7K | 0.02% | 288 |
|
|
2024
Q4 | $1.02M | Buy |
52,028
+2,612
| +5% | +$51.2K | 0.02% | 270 |
|
|
2024
Q3 | $793K | Buy |
49,416
+3,842
| +8% | +$61.7K | 0.02% | 324 |
|
|
2024
Q2 | $739K | Buy |
45,574
+16,521
| +57% | +$268K | 0.02% | 312 |
|
|
2024
Q1 | $457K | Buy |
29,053
+10,294
| +55% | +$162K | 0.01% | 430 |
|
|
2023
Q4 | $259K | Buy |
18,759
+1,429
| +8% | +$19.7K | 0.01% | 486 |
|
|
2023
Q3 | $243K | Buy |
17,330
+1,262
| +8% | +$17.7K | 0.01% | 461 |
|
|
2023
Q2 | $204K | Buy |
16,068
+5,385
| +50% | +$68.4K | 0.01% | 502 |
|
|
2023
Q1 | $133K | Buy |
+10,683
| New | +$133K | 0.01% | 500 |
|
|
2020
Q4 | – | Sell |
-15,078
| Closed | -$82K | – | 411 |
|
|
2020
Q3 | $82K | Sell |
15,078
-1,122
| -7% | -$6.1K | 0.01% | 354 |
|
|
2020
Q2 | $115K | Buy |
+16,200
| New | +$115K | 0.01% | 330 |
|
|
2016
Q4 | – | Sell |
-12,417
| Closed | -$208K | – | 179 |
|
|
2016
Q3 | $208K | Sell |
12,417
-4,373
| -26% | -$73.3K | 0.05% | 158 |
|
|
2016
Q2 | $241K | Buy |
+16,790
| New | +$241K | 0.06% | 129 |
|