TWM
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Tolleson Wealth Management’s Energy Transfer Partners ET Stock Holding History

Tolleson Wealth Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-122,706
Closed -$942K – 73
2021
Q1 		$942K Hold
122,706
– – 0.28% 42
2020
Q4 		$758K Hold
122,706
– – 0.25% 41
2020
Q3 		$665K Buy
122,706
+78,356
+177% +$497K 0.27% 40
2020
Q2 		$316K Buy
+44,350
New +$329K 0.14% 49

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