Wealthspire Advisors (New York)’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 | $548K | Buy |
30,213
+5,905
| +24% | +$107K | ﹤0.01% | 520 |
|
|
2025
Q1 | $452K | Sell |
24,308
-105,894
| -81% | -$1.97M | ﹤0.01% | 539 |
|
|
2024
Q4 | $2.55M | Buy |
130,202
+535
| +0.4% | +$10.5K | 0.03% | 219 |
|
|
2024
Q3 | $2.08M | Sell |
129,667
-141
| -0.1% | -$2.26K | 0.02% | 247 |
|
|
2024
Q2 | $2.11M | Hold |
129,808
| – | – | 0.03% | 197 |
|
|
2024
Q1 | $2.04M | Sell |
129,808
-61,000
| -32% | -$960K | 0.03% | 193 |
|
|
2023
Q4 | $2.63M | Buy |
190,808
+3,726
| +2% | +$51.4K | 0.04% | 158 |
|
|
2023
Q3 | $2.62M | Sell |
187,082
-9,570
| -5% | -$134K | 0.04% | 142 |
|
|
2023
Q2 | $2.5M | Buy |
196,652
+32,527
| +20% | +$413K | 0.04% | 130 |
|
|
2023
Q1 | $2.05M | Buy |
164,125
+4,087
| +3% | +$51K | 0.04% | 150 |
|
|
2022
Q4 | $1.9M | Buy |
160,038
+60,000
| +60% | +$712K | 0.03% | 162 |
|
|
2022
Q3 | $1.1M | Sell |
100,038
-112,000
| -53% | -$1.23M | 0.02% | 213 |
|
|
2022
Q2 | $2.12M | Sell |
212,038
-43,682
| -17% | -$436K | 0.04% | 140 |
|
|
2022
Q1 | $2.86M | Buy |
255,720
+18,196
| +8% | +$204K | 0.06% | 103 |
|
|
2021
Q4 | $1.96M | Buy |
237,524
+158,760
| +202% | +$1.31M | 0.04% | 150 |
|
|
2021
Q3 | $755K | Buy |
+78,764
| New | +$755K | 0.02% | 289 |
|
|
2021
Q1 | – | Sell |
-34,116
| Closed | -$211K | – | 706 |
|
|
2020
Q4 | $211K | Buy |
+34,116
| New | +$211K | 0.01% | 537 |
|
|
2020
Q2 | – | Sell |
-33,678
| Closed | -$155K | – | 351 |
|
|
2020
Q1 | $155K | Buy |
+33,678
| New | +$155K | 0.01% | 509 |
|