WWA
WCG 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 | $272K | Buy |
14,976
+488
| +3% | +$8.85K | 0.02% | 318 |
|
|
2025
Q1 | $269K | Hold |
14,488
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $284K | Buy |
14,488
+871
| +6% | +$17.1K | 0.02% | 289 |
|
|
2024
Q3 | $219K | Buy |
13,617
+454
| +3% | +$7.3K | 0.01% | 306 |
|
|
2024
Q2 | $213K | Sell |
13,163
-1,725
| -12% | -$27.9K | 0.02% | 274 |
|
|
2024
Q1 | $234K | Sell |
14,888
-3,212
| -18% | -$50.5K | 0.02% | 254 |
|
|
2023
Q4 | $250K | Sell |
18,100
-1,010
| -5% | -$14K | 0.02% | 290 |
|
|
2023
Q3 | $268K | Buy |
+19,110
| New | +$268K | 0.02% | 270 |
|