Modern 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 | $246K | Buy |
13,579
+3,429
| +34% | +$62.2K | 0.01% | 658 |
|
|
2025
Q1 | $189K | Buy |
+10,150
| New | +$189K | 0.01% | 649 |
|
|
2024
Q3 | – | Sell |
-21,969
| Closed | -$356K | – | 446 |
|
|
2024
Q2 | $356K | Sell |
21,969
-98
| -0.4% | -$1.59K | 0.03% | 272 |
|
|
2024
Q1 | $347K | Sell |
22,067
-361
| -2% | -$5.68K | 0.03% | 221 |
|
|
2023
Q4 | $310K | Buy |
+22,428
| New | +$310K | 0.04% | 135 |
|