Mosaic Family Wealth Partners’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 | $379K | Buy |
20,919
+12
| +0.1% | +$218 | 0.05% | 155 |
|
|
2025
Q1 | $389K | Sell |
20,907
-665
| -3% | -$12.4K | 0.06% | 146 |
|
|
2024
Q4 | $423K | Sell |
21,572
-445
| -2% | -$8.72K | 0.06% | 137 |
|
|
2024
Q3 | $353K | Buy |
22,017
+21
| +0.1% | +$337 | 0.05% | 146 |
|
|
2024
Q2 | $357K | Buy |
21,996
+21
| +0.1% | +$341 | 0.06% | 138 |
|
|
2024
Q1 | $346K | Buy |
21,975
+22
| +0.1% | +$346 | 0.06% | 144 |
|
|
2023
Q4 | $303K | Buy |
21,953
+23
| +0.1% | +$317 | 0.05% | 146 |
|
|
2023
Q3 | $308K | Buy |
21,930
+434
| +2% | +$6.09K | 0.06% | 135 |
|
|
2023
Q2 | $273K | Buy |
21,496
+13
| +0.1% | +$165 | 0.05% | 154 |
|
|
2023
Q1 | $268K | Buy |
21,483
+13
| +0.1% | +$162 | 0.06% | 149 |
|
|
2022
Q4 | $255K | Buy |
+21,470
| New | +$255K | 0.07% | 151 |
|