Modera 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 | $262K | Hold |
14,464
| – | – | ﹤0.01% | 563 |
|
|
2025
Q1 | $269K | Buy |
14,464
+2,441
| +20% | +$45.4K | ﹤0.01% | 530 |
|
|
2024
Q4 | $236K | Sell |
12,023
-405
| -3% | -$7.93K | ﹤0.01% | 563 |
|
|
2024
Q3 | $199K | Buy |
12,428
+349
| +3% | +$5.6K | ﹤0.01% | 585 |
|
|
2024
Q2 | $196K | Buy |
12,079
+889
| +8% | +$14.4K | ﹤0.01% | 552 |
|
|
2024
Q1 | $176K | Buy |
11,190
+300
| +3% | +$4.72K | ﹤0.01% | 549 |
|
|
2023
Q4 | $150K | Sell |
10,890
-1,095
| -9% | -$15.1K | ﹤0.01% | 505 |
|
|
2023
Q3 | $168K | Sell |
11,985
-454
| -4% | -$6.37K | ﹤0.01% | 523 |
|
|
2023
Q2 | $158K | Buy |
+12,439
| New | +$158K | ﹤0.01% | 539 |
|
|
2019
Q2 | – | Sell |
-10,039
| Closed | -$154K | – | 150 |
|
|
2019
Q1 | $154K | Buy |
+10,039
| New | +$154K | 0.03% | 142 |
|
|
2015
Q3 | – | Sell |
-7,828
| Closed | -$251K | – | 80 |
|
|
2015
Q2 | $251K | Hold |
7,828
| – | – | 0.1% | 67 |
|
|
2015
Q1 | $248K | Hold |
7,828
| – | – | 0.1% | 69 |
|
|
2014
Q4 | $225K | Hold |
7,828
| – | – | 0.09% | 77 |
|
|
2014
Q3 | $241K | Buy |
+7,828
| New | +$241K | 0.1% | 72 |
|