Nicolet Advisory Services’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
$294K Sell
16,501
-4,140
-20% -$73.7K 0.03% 311
2025
Q1
$328K Sell
20,641
-4,311
-17% -$68.6K 0.03% 259
2024
Q4
$485K Buy
24,952
+5,052
+25% +$98.1K 0.04% 204
2024
Q3
$325K Buy
19,900
+238
+1% +$3.88K 0.03% 274
2024
Q2
$320K Buy
19,662
+2,198
+13% +$35.8K 0.03% 265
2024
Q1
$275K Buy
17,464
+5,730
+49% +$90.1K 0.03% 283
2023
Q4
$164K Buy
11,734
+470
+4% +$6.56K 0.02% 310
2023
Q3
$150K Sell
11,264
-21
-0.2% -$280 0.02% 305
2023
Q2
$144K Buy
+11,285
New +$144K 0.02% 300