TrueWealth Advisors’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 | $291K | Sell |
16,064
-3,144
| -16% | -$57K | 0.09% | 176 |
|
|
2025
Q1 | $357K | Buy |
19,208
+3,071
| +19% | +$57.1K | 0.12% | 141 |
|
|
2024
Q4 | $316K | Buy |
16,137
+2,371
| +17% | +$46.4K | 0.11% | 163 |
|
|
2024
Q3 | $221K | Buy |
13,766
+3,222
| +31% | +$51.7K | 0.07% | 208 |
|
|
2024
Q2 | $171K | Buy |
+10,544
| New | +$171K | 0.06% | 218 |
|