Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $200K | Hold |
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|
2021
Q1 | $179K | Hold |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $102K | Buy |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $68K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $10K | Buy |
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