One Charles Private Wealth 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 | $3.62M | Buy |
199,670
+133,024
| +200% | +$2.41M | 1.02% | 20 |
|
|
2025
Q1 | $1.24M | Buy |
66,646
+9
| +0% | +$167 | 0.4% | 40 |
|
|
2024
Q4 | $1.31M | Sell |
66,637
-2,490
| -4% | -$48.8K | 0.44% | 38 |
|
|
2024
Q3 | $1.11M | Buy |
69,127
+49,127
| +246% | +$788K | 0.42% | 43 |
|
|
2024
Q2 | $324K | Hold |
20,000
| – | – | 0.14% | 102 |
|
|
2024
Q1 | $315K | Hold |
20,000
| – | – | 0.14% | 106 |
|
|
2023
Q4 | $276K | Hold |
20,000
| – | – | 0.15% | 109 |
|
|
2023
Q3 | $281K | Hold |
20,000
| – | – | 0.16% | 95 |
|
|
2023
Q2 | $254K | Buy |
+20,000
| New | +$254K | 0.15% | 110 |
|