Rockwood 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
$2.38M Sell
131,072
-600
-0.5% -$10.9K 0.21% 24
2025
Q1
$2.45M Sell
131,672
-20
-0% -$372 0.25% 22
2024
Q4
$2.58M Buy
131,692
+3,419
+3% +$66.9K 0.28% 23
2024
Q3
$2.06M Buy
128,273
+151
+0.1% +$2.42K 0.23% 24
2024
Q2
$2.08M Buy
128,122
+700
+0.5% +$11.4K 0.25% 25
2024
Q1
$2M Buy
127,422
+1
+0% +$16 0.26% 22
2023
Q4
$1.76M Buy
127,421
+23,718
+23% +$327K 0.26% 22
2023
Q3
$1.45M Buy
103,703
+36
+0% +$505 0.24% 23
2023
Q2
$1.32M Sell
103,667
-1
-0% -$13 0.23% 26
2023
Q1
$1.29M Sell
103,668
-300
-0.3% -$3.74K 0.26% 24
2022
Q4
$1.23M Hold
103,968
0.29% 24
2022
Q3
$1.15M Buy
103,968
+96
+0.1% +$1.06K 0.37% 20
2022
Q2
$1.04M Hold
103,872
0.49% 16
2022
Q1
$1.16M Hold
103,872
0.56% 14
2021
Q4
$855K Buy
+103,872
New +$855K 0.38% 28