Modera Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$234K Sell
2025
Q2
$262K Hold
2025
Q1
$269K Buy
2024
Q4
$236K Sell
2024
Q3
$199K Buy
2024
Q2
$196K Buy
2024
Q1
$176K Buy
2023
Q4
$150K Sell
2023
Q3
$168K Sell
2023
Q2
$158K Buy
2019
Q2
Sell
2019
Q1
$154K Buy
2015
Q3
Sell
2015
Q2
$251K Hold
2015
Q1
$248K Hold
2014
Q4
$225K Hold
2014
Q3
$241K Buy