PCG Wealth Advisors’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 | $248K | Sell |
13,667
-759
| -5% | -$13.8K | 0.13% | 79 |
|
|
2025
Q1 | $268K | Buy |
14,426
+1,304
| +10% | +$24.2K | 0.09% | 112 |
|
|
2024
Q4 | $257K | Buy |
13,122
+36
| +0.3% | +$705 | 0.09% | 112 |
|
|
2024
Q3 | $210K | Buy |
13,086
+237
| +2% | +$3.8K | 0.08% | 117 |
|
|
2024
Q2 | $208K | Buy |
12,849
+1,220
| +10% | +$19.8K | 0.09% | 113 |
|
|
2024
Q1 | $183K | Buy |
11,629
+1,400
| +14% | +$22K | 0.09% | 107 |
|
|
2023
Q4 | $141K | Buy |
+10,229
| New | +$141K | 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% | -$291K | 0.08% | 105 |
|
|
2022
Q3 | $392K | Buy |
35,526
+17,763
| +100% | +$196K | 0.14% | 85 |
|
|
2022
Q2 | $177K | Buy |
17,763
+6,777
| +62% | +$67.5K | 0.13% | 82 |
|
|
2022
Q1 | $123K | Buy |
+10,986
| New | +$123K | 0.08% | 82 |
|