One Charles Private Wealth Services’s Energy Transfer Partners ET Stock Holding History

One Charles Private Wealth Services’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.4M	Sell
2025 Q2	$3.62M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$1.31M	Sell
2024 Q3	$1.11M	Buy
2024 Q2	$324K	Hold
2024 Q1	$315K	Hold
2023 Q4	$276K	Hold
2023 Q3	$281K	Hold
2023 Q2	$254K	Buy