Walled Lake Planning & Wealth Management’s Energy Transfer Partners ET Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$508K	Buy
2025 Q1	$405K	Buy
2024 Q4	$426K	Sell
2024 Q3	$388K	Sell
2024 Q2	$395K	Buy
2024 Q1	$314K	Buy
2023 Q4	$271K	Buy
2023 Q3	$224K	Hold
2023 Q2	$203K	Buy
2020 Q1	–	Sell
2019 Q4	$80K	Buy