Strategic Wealth Partners’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
$75.9K Buy
+4,189
New +$75.9K 0.01% 428
2019
Q4
Sell
-21,962
Closed -$78.2K 241
2019
Q3
$78.2K Sell
21,962
-5,096
-19% -$18.1K 0.4% 71
2019
Q2
$380K Buy
27,058
+1,206
+5% +$16.9K 0.18% 103
2019
Q1
$401K Buy
25,852
+11,470
+80% +$178K 0.18% 109
2018
Q4
$219K Sell
14,382
-1,106
-7% -$16.8K 0.11% 124
2018
Q3
$270K Buy
15,488
+246
+2% +$4.29K 0.14% 117
2018
Q2
$263K Sell
15,242
-1,000
-6% -$17.3K 0.15% 118
2018
Q1
$231K Buy
16,242
+10,154
+167% +$144K 0.12% 140
2017
Q4
$107K Buy
+6,088
New +$107K 0.06% 174