NWM
Northwest Wealth Management’s Energy Transfer Partners ET Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-21,586
| Closed | -$401K | – | 211 |
|
2025
Q1 | $401K | Hold |
21,586
| – | – | 0.08% | 110 |
|
2024
Q4 | $423K | Buy |
+21,586
| New | +$423K | 0.09% | 103 |
|
2019
Q2 | – | Sell |
-9,739
| Closed | -$150K | – | 221 |
|
2019
Q1 | $150K | Hold |
9,739
| – | – | 0.11% | 128 |
|
2018
Q4 | $129K | Buy |
+9,739
| New | +$129K | 0.11% | 125 |
|