Sweet Financial Partners’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
2024 Q3	$1.11M	Buy	69,013 +424	+0.6%	+$6.82K	0.24%	78
2024 Q2	$1.11M	Buy	68,589 +712	+1%	+$11.2K	0.25%	76
2024 Q1	$1.07M	Buy	67,877 +7,316	+12%	+$107K	0.25%	78
2023 Q4	$836K	Buy	60,561 +2,593	+4%	+$35.2K	0.2%	82
2023 Q3	$813K	Buy	57,968 +7,874	+16%	+$104K	0.22%	76
2023 Q2	$636K	Buy	50,094 +375	+0.8%	+$4.75K	0.17%	89
2023 Q1	$620K	Buy	49,719 +1,156	+2%	+$14.6K	0.17%	91
2022 Q4	$576K	Buy	48,563 +23	+0%	+$276	0.17%	92
2022 Q3	$538K	Buy	48,540 +20	+0%	+$223	0.17%	84
2022 Q2	$484K	Buy	48,520 +1,045	+2%	+$11.7K	0.15%	89
2022 Q1	$531K	Hold	47,475	–	–	0.14%	92
2021 Q4	$391K	Buy	+47,475	New	+$431K	0.16%	91