PCG Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$387K	Buy	20,068 +6,335	+46%	+$116K	0.1%	127
2025 Q4	$226K	Buy	13,733 +53	+0.4%	+$882	0.06%	142
2025 Q3	$235K	Buy	13,680 +13	+0.1%	+$228	0.07%	137
2025 Q2	$248K	Sell	13,667 -759	-5%	-$13.2K	0.13%	79
2025 Q1	$268K	Buy	14,426 +1,304	+10%	+$25.4K	0.09%	112
2024 Q4	$257K	Buy	13,122 +36	+0.3%	+$638	0.09%	112
2024 Q3	$210K	Buy	13,086 +237	+2%	+$3.81K	0.08%	117
2024 Q2	$208K	Buy	12,849 +1,220	+10%	+$19.2K	0.09%	113
2024 Q1	$183K	Buy	11,629 +1,400	+14%	+$20.4K	0.09%	107
2023 Q4	$141K	Buy	+10,229	New	+$139K	0.08%	100
2023 Q2	–	Sell	-10,986	Closed	-$137K	–	113
2023 Q1	$137K	Hold	10,986	–	–	0.09%	104
2022 Q4	$130K	Sell	10,986 -24,540	-69%	-$294K	0.08%	105
2022 Q3	$392K	Buy	35,526 +17,763	+100%	+$198K	0.14%	85
2022 Q2	$177K	Buy	17,763 +6,777	+62%	+$75.9K	0.13%	82
2022 Q1	$123K	Buy	+10,986	New	+$109K	0.08%	82