OWP
ORG Wealth Partners’s Energy Transfer Partners ET Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.22M | Sell |
405,284
-3,428
| -0.8% | -$61.1K | 1.73% | 6 |
|
2025
Q1 | $7.66M | Buy |
408,712
+43,472
| +12% | +$814K | 2.35% | 5 |
|
2024
Q4 | $7.16M | Buy |
365,240
+21,397
| +6% | +$419K | 2.21% | 6 |
|
2024
Q3 | $5.52M | Buy |
+343,843
| New | +$5.52M | 1.83% | 6 |
|