Sweet Financial 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
2024
Q3
$1.11M Buy
69,013
+424
+0.6% +$6.81K 0.24% 78
2024
Q2
$1.11M Buy
68,589
+712
+1% +$11.5K 0.25% 76
2024
Q1
$1.07M Buy
67,877
+7,316
+12% +$115K 0.25% 78
2023
Q4
$836K Buy
60,561
+2,593
+4% +$35.8K 0.2% 82
2023
Q3
$813K Buy
57,968
+7,874
+16% +$110K 0.22% 76
2023
Q2
$636K Buy
50,094
+375
+0.8% +$4.76K 0.17% 87
2023
Q1
$620K Buy
49,719
+1,156
+2% +$14.4K 0.17% 91
2022
Q4
$576K Buy
48,563
+23
+0% +$273 0.17% 92
2022
Q3
$538K Buy
48,540
+20
+0% +$222 0.17% 84
2022
Q2
$484K Buy
48,520
+1,045
+2% +$10.4K 0.15% 89
2022
Q1
$531K Hold
47,475
0.14% 92
2021
Q4
$391K Buy
+47,475
New +$391K 0.16% 91