WA
WealthTrust Axiom’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Hold |
38,572
| – | – | 0.21% | 102 |
|
|
2025
Q1 | $717K | Sell |
38,572
-860
| -2% | -$16K | 0.22% | 92 |
|
|
2024
Q4 | $772K | Hold |
39,432
| – | – | 0.23% | 98 |
|
|
2024
Q3 | $633K | Buy |
39,432
+17,755
| +82% | +$285K | 0.19% | 111 |
|
|
2024
Q2 | $352K | Sell |
21,677
-5,533
| -20% | -$89.7K | 0.12% | 163 |
|
|
2024
Q1 | $428K | Sell |
27,210
-2,473
| -8% | -$38.9K | 0.14% | 147 |
|
|
2023
Q4 | $410K | Sell |
29,683
-2,795
| -9% | -$38.6K | 0.14% | 146 |
|
|
2023
Q3 | $456K | Sell |
32,478
-1,000
| -3% | -$14K | 0.16% | 130 |
|
|
2023
Q2 | $425K | Hold |
33,478
| – | – | 0.14% | 152 |
|
|
2023
Q1 | $417K | Sell |
33,478
-2,833
| -8% | -$35.3K | 0.14% | 147 |
|
|
2022
Q4 | $431K | Sell |
36,311
-613
| -2% | -$7.28K | 0.15% | 136 |
|
|
2022
Q3 | $407K | Sell |
36,924
-312
| -0.8% | -$3.44K | 0.16% | 128 |
|
|
2022
Q2 | $371K | Buy |
37,236
+9,750
| +35% | +$97.1K | 0.13% | 148 |
|
|
2022
Q1 | $307K | Sell |
27,486
-637
| -2% | -$7.12K | 0.1% | 174 |
|
|
2021
Q4 | $231K | Buy |
28,123
+5,357
| +24% | +$44K | 0.07% | 208 |
|
|
2021
Q3 | $218K | Sell |
22,766
-2,564
| -10% | -$24.6K | 0.07% | 212 |
|
|
2021
Q2 | $269K | Buy |
25,330
+4,449
| +21% | +$47.2K | 0.09% | 193 |
|
|
2021
Q1 | $160K | Sell |
20,881
-5,103
| -20% | -$39.1K | 0.05% | 222 |
|
|
2020
Q4 | $160K | Sell |
25,984
-2,762
| -10% | -$17K | 0.06% | 211 |
|
|
2020
Q3 | $155K | Sell |
28,746
-610
| -2% | -$3.29K | 0.07% | 182 |
|
|
2020
Q2 | $209K | Sell |
29,356
-1,352
| -4% | -$9.63K | 0.09% | 165 |
|
|
2020
Q1 | $141K | Sell |
30,708
-921
| -3% | -$4.23K | 0.07% | 163 |
|
|
2019
Q4 | $405K | Sell |
31,629
-7,193
| -19% | -$92.1K | 0.14% | 123 |
|
|
2019
Q3 | $507K | Sell |
38,822
-9,204
| -19% | -$120K | 0.18% | 108 |
|
|
2019
Q2 | $676K | Sell |
48,026
-4,339
| -8% | -$61.1K | 0.23% | 96 |
|
|
2019
Q1 | $804K | Sell |
52,365
-802
| -2% | -$12.3K | 0.29% | 86 |
|
|
2018
Q4 | $702K | Buy |
+53,167
| New | +$702K | 0.29% | 89 |
|