Wealthspire Advisors (New York)’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $616K | Buy |
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|
2025
Q3 | $547K | Buy |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $2.11M | Hold |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $155K | Buy |
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