PDS Planning’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	$412K	Buy	22,727 +659	+3%	+$11.9K	0.03%	277
2025 Q1	$410K	Buy	22,068 +5	+0%	+$93	0.03%	250
2024 Q4	$432K	Sell	22,063 -1,799	-8%	-$35.2K	0.04%	215
2024 Q3	$383K	Buy	+23,862	New	+$383K	0.03%	240