Perigon Wealth Management’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 | $706K | Buy |
38,941
+2,512
| +7% | +$45.5K | 0.02% | 579 |
|
|
2025
Q1 | $677K | Sell |
36,429
-498
| -1% | -$9.26K | 0.02% | 545 |
|
|
2024
Q4 | $748K | Sell |
36,927
-607
| -2% | -$12.3K | 0.02% | 520 |
|
|
2024
Q3 | $602K | Buy |
37,534
+3,068
| +9% | +$49.2K | 0.02% | 558 |
|
|
2024
Q2 | $559K | Sell |
34,466
-253
| -0.7% | -$4.1K | 0.02% | 507 |
|
|
2024
Q1 | $546K | Sell |
34,719
-1,300
| -4% | -$20.4K | 0.02% | 511 |
|
|
2023
Q4 | $497K | Buy |
36,019
+5,586
| +18% | +$77.1K | 0.02% | 502 |
|
|
2023
Q3 | $427K | Buy |
30,433
+2,800
| +10% | +$39.3K | 0.02% | 478 |
|
|
2023
Q2 | $351K | Buy |
27,633
+360
| +1% | +$4.57K | 0.01% | 558 |
|
|
2023
Q1 | $340K | Buy |
27,273
+1,030
| +4% | +$12.8K | 0.02% | 500 |
|
|
2022
Q4 | $312K | Buy |
+26,243
| New | +$312K | 0.02% | 517 |
|
|
2022
Q2 | – | Sell |
-10,964
| Closed | -$123K | – | 584 |
|
|
2022
Q1 | $123K | Buy |
+10,964
| New | +$123K | 0.01% | 583 |
|
|
2021
Q1 | – | Sell |
-4,564
| Closed | -$28K | – | 649 |
|
|
2020
Q4 | $28K | Buy |
+4,564
| New | +$28K | ﹤0.01% | 912 |
|
|
2018
Q2 | – | Sell |
-3,200
| Closed | -$45K | – | 351 |
|
|
2018
Q1 | $45K | Hold |
3,200
| – | – | 0.02% | 325 |
|
|
2017
Q4 | $55K | Hold |
3,200
| – | – | 0.02% | 276 |
|
|
2017
Q3 | $56K | Buy |
+3,200
| New | +$56K | 0.02% | 321 |
|