SVWAG
Sound View Wealth Advisors Group’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
46,620
+1,215
| +3% | +$22K | 0.06% | 206 |
|
|
2025
Q1 | $844K | Sell |
45,405
-4,142
| -8% | -$77K | 0.07% | 195 |
|
|
2024
Q4 | $971K | Sell |
49,547
-800
| -2% | -$15.7K | 0.08% | 179 |
|
|
2024
Q3 | $808K | Buy |
50,347
+6,897
| +16% | +$111K | 0.07% | 205 |
|
|
2024
Q2 | $705K | Buy |
43,450
+25
| +0.1% | +$405 | 0.07% | 200 |
|
|
2024
Q1 | $683K | Sell |
43,425
-6,597
| -13% | -$104K | 0.07% | 205 |
|
|
2023
Q4 | $690K | Buy |
50,022
+5,017
| +11% | +$69.2K | 0.08% | 200 |
|
|
2023
Q3 | $631K | Buy |
45,005
+13,221
| +42% | +$185K | 0.08% | 193 |
|
|
2023
Q2 | $404K | Sell |
31,784
-3,147
| -9% | -$40K | 0.05% | 249 |
|
|
2023
Q1 | $436K | Sell |
34,931
-15,091
| -30% | -$188K | 0.06% | 232 |
|
|
2022
Q4 | $690K | Buy |
50,022
+29,345
| +142% | +$405K | 0.08% | 200 |
|
|
2022
Q3 | $228K | Buy |
20,677
+217
| +1% | +$2.39K | 0.05% | 246 |
|
|
2022
Q2 | $204K | Buy |
20,460
+1,207
| +6% | +$12K | 0.04% | 274 |
|
|
2022
Q1 | $215K | Buy |
19,253
+3,658
| +23% | +$40.8K | 0.04% | 274 |
|
|
2021
Q4 | $128K | Buy |
15,595
+3,000
| +24% | +$24.6K | 0.02% | 288 |
|
|
2021
Q3 | $121K | Buy |
12,595
+624
| +5% | +$6K | 0.03% | 281 |
|
|
2021
Q2 | $127K | Sell |
11,971
-368
| -3% | -$3.9K | 0.03% | 283 |
|
|
2021
Q1 | $95K | Buy |
12,339
+1,000
| +9% | +$7.7K | 0.02% | 265 |
|
|
2020
Q4 | $70K | Sell |
11,339
-971
| -8% | -$5.99K | 0.02% | 254 |
|
|
2020
Q3 | $67K | Buy |
12,310
+50
| +0.4% | +$272 | 0.02% | 246 |
|
|
2020
Q2 | $87K | Buy |
12,260
+847
| +7% | +$6.01K | 0.02% | 240 |
|
|
2020
Q1 | $53K | Sell |
11,413
-2,524
| -18% | -$11.7K | 0.02% | 213 |
|
|
2019
Q4 | $179K | Sell |
13,937
-3,673
| -21% | -$47.2K | 0.05% | 236 |
|
|
2019
Q3 | $230K | Buy |
17,610
+3,070
| +21% | +$40.1K | 0.07% | 224 |
|
|
2019
Q2 | $205K | Buy |
+14,540
| New | +$205K | 0.06% | 240 |
|