WFA of San Diego’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
$72.5K Buy
+4,000
New +$72.5K 0.05% 169
2023
Q1
Sell
-2,500
Closed -$29.7K 170
2022
Q4
$29.7K Buy
+2,500
New +$29.7K 0.02% 250