PIWA
Prevail Innovative Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
178,299
+60,987
| +52% | +$1.11M | 0.73% | 45 |
|
|
2025
Q1 | $2.18M | Buy |
117,312
+89,173
| +317% | +$1.66M | 0.58% | 56 |
|
|
2024
Q4 | $551K | Buy |
28,139
+7,985
| +40% | +$156K | 0.16% | 120 |
|
|
2024
Q3 | $323K | Sell |
20,154
-260,623
| -93% | -$4.18M | 0.1% | 137 |
|
|
2024
Q2 | $4.55M | Sell |
280,777
-1,827
| -0.6% | -$29.6K | 1.61% | 11 |
|
|
2024
Q1 | $4.45M | Buy |
282,604
+5,134
| +2% | +$80.8K | 1.65% | 7 |
|
|
2023
Q4 | $3.83M | Buy |
277,470
+198,378
| +251% | +$2.74M | 1.83% | 8 |
|
|
2023
Q3 | $1.11M | Buy |
+79,092
| New | +$1.11M | 0.58% | 63 |
|