TCWA
Turtle Creek Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
703,587
+61,218
| +10% | +$1.11M | 1.51% | 13 |
|
|
2025
Q1 | $11.9M | Buy |
642,369
+492,531
| +329% | +$9.16M | 1.78% | 10 |
|
|
2024
Q4 | $2.94M | Sell |
149,838
-994
| -0.7% | -$19.5K | 0.68% | 39 |
|
|
2024
Q3 | $2.42M | Sell |
150,832
-5,750
| -4% | -$92.3K | 0.49% | 57 |
|
|
2024
Q2 | $2.54M | Buy |
156,582
+12,925
| +9% | +$210K | 0.59% | 52 |
|
|
2024
Q1 | $2.26M | Sell |
143,657
-1,475
| -1% | -$23.2K | 0.55% | 56 |
|
|
2023
Q4 | $2M | Buy |
+145,132
| New | +$2M | 0.59% | 52 |
|