WCFA
Walkner Condon Financial Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,570
| Closed | -$308K | – | 262 |
|
|
2024
Q1 | $308K | Buy |
19,570
+407
| +2% | +$6.4K | 0.07% | 211 |
|
|
2023
Q4 | $264K | Buy |
19,163
+1,438
| +8% | +$19.8K | 0.06% | 224 |
|
|
2023
Q3 | $249K | Buy |
17,725
+413
| +2% | +$5.79K | 0.07% | 214 |
|
|
2023
Q2 | $220K | Buy |
17,312
+404
| +2% | +$5.13K | 0.06% | 224 |
|
|
2023
Q1 | $211K | Buy |
16,908
+4,497
| +36% | +$56.1K | 0.06% | 221 |
|
|
2022
Q4 | $147K | Buy |
12,411
+260
| +2% | +$3.09K | 0.04% | 227 |
|
|
2022
Q3 | $134K | Buy |
12,151
+233
| +2% | +$2.57K | 0.04% | 213 |
|
|
2022
Q2 | $119K | Buy |
11,918
+208
| +2% | +$2.08K | 0.04% | 213 |
|
|
2022
Q1 | $131K | Buy |
11,710
+200
| +2% | +$2.24K | 0.04% | 214 |
|
|
2021
Q4 | $95K | Buy |
+11,510
| New | +$95K | 0.06% | 119 |
|