Simplicity Wealth’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-60,323
Closed -$978K 709
2024
Q2
$978K Buy
60,323
+39,882
+195% +$647K 0.02% 534
2024
Q1
$322K Buy
+20,441
New +$322K 0.01% 891