Walled Lake Planning & 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 | $508K | Buy |
28,025
+6,226
| +29% | +$113K | 0.17% | 68 |
|
|
2025
Q1 | $405K | Buy |
21,799
+65
| +0.3% | +$1.21K | 0.14% | 82 |
|
|
2024
Q4 | $426K | Sell |
21,734
-2,430
| -10% | -$47.6K | 0.16% | 77 |
|
|
2024
Q3 | $388K | Sell |
24,164
-217
| -0.9% | -$3.48K | 0.15% | 83 |
|
|
2024
Q2 | $395K | Buy |
24,381
+4,448
| +22% | +$72.1K | 0.16% | 72 |
|
|
2024
Q1 | $314K | Buy |
19,933
+307
| +2% | +$4.83K | 0.13% | 82 |
|
|
2023
Q4 | $271K | Buy |
19,626
+3,650
| +23% | +$50.4K | 0.13% | 85 |
|
|
2023
Q3 | $224K | Hold |
15,976
| – | – | 0.11% | 87 |
|
|
2023
Q2 | $203K | Buy |
+15,976
| New | +$203K | 0.1% | 91 |
|
|
2020
Q1 | – | Sell |
-6,230
| Closed | -$80K | – | 337 |
|
|
2019
Q4 | $80K | Buy |
+6,230
| New | +$80K | 0.06% | 98 |
|