Naviter Wealth’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	$390K	Buy	21,500 +5,800	+37%	+$105K	0.05%	211
2025 Q1	$294K	Buy	+15,700	New	+$294K	0.04%	237
2023 Q3	–	Sell	-12,609	Closed	-$160K	–	222
2023 Q2	$160K	Hold	12,609	–	–	0.04%	223
2023 Q1	$157K	Buy	+12,609	New	+$157K	0.06%	184