Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $679K | Buy |
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|
2025
Q2 | $706K | Buy |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $123K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $45K | Hold |
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|
2017
Q4 | $55K | Hold |
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|
2017
Q3 | $56K | Buy |
|