Venturi Wealth Management’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 | – | Sell |
-14,109
| Closed | -$262K | – | 559 |
|
|
2025
Q1 | $262K | Hold |
14,109
| – | – | 0.01% | 471 |
|
|
2024
Q4 | $276K | Buy |
+14,109
| New | +$276K | 0.01% | 471 |
|
|
2024
Q3 | – | Sell |
-180
| Closed | -$2.93K | – | 1807 |
|
|
2024
Q2 | $2.93K | Sell |
180
-3,997
| -96% | -$65K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $65.7K | Buy |
4,177
+4
| +0.1% | +$63 | ﹤0.01% | 466 |
|
|
2023
Q4 | $57.6K | Buy |
4,173
+4
| +0.1% | +$55 | ﹤0.01% | 474 |
|
|
2023
Q3 | $58.5K | Buy |
4,169
+4
| +0.1% | +$56 | ﹤0.01% | 454 |
|
|
2023
Q2 | $52.9K | Sell |
4,165
-1,015
| -20% | -$12.9K | ﹤0.01% | 421 |
|
|
2023
Q1 | $64.6K | Buy |
+5,180
| New | +$64.6K | 0.01% | 445 |
|
|
2019
Q4 | – | Sell |
-15,360
| Closed | -$201K | – | 234 |
|
|
2019
Q3 | $201K | Buy |
+15,360
| New | +$201K | 0.03% | 222 |
|
|
2019
Q2 | – | Sell |
-16,301
| Closed | -$254K | – | 234 |
|
|
2019
Q1 | $254K | Hold |
16,301
| – | – | 0.03% | 220 |
|
|
2018
Q4 | $217K | Buy |
+16,301
| New | +$217K | 0.04% | 241 |
|