World Investment Advisors’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	$1.76M	Buy	96,987 +5,034	+5%	+$91.3K	0.04%	399
2025 Q1	$1.71M	Buy	91,953 +4,200	+5%	+$78.1K	0.04%	380
2024 Q4	$1.72M	Buy	87,753 +8,947	+11%	+$175K	0.05%	359
2024 Q3	$1.26M	Buy	78,806 +3,485	+5%	+$55.9K	0.04%	378
2024 Q2	$1.22M	Buy	+75,321	New	+$1.22M	0.08%	242
2024 Q1	–	Sell	-61,186	Closed	-$844K	–	420
2023 Q4	$844K	Sell	61,186 -7,894	-11%	-$109K	0.11%	161
2023 Q3	$969K	Buy	69,080 +2,883	+4%	+$40.4K	0.19%	95
2023 Q2	$841K	Buy	66,197 +4,280	+7%	+$54.4K	0.16%	99
2023 Q1	$772K	Buy	61,917 +3,000	+5%	+$37.4K	0.16%	102
2022 Q4	$699K	Sell	58,917 -2,500	-4%	-$29.7K	0.16%	99
2022 Q3	$677K	Sell	61,417 -5,000	-8%	-$55.1K	0.16%	103
2022 Q2	$747K	Buy	66,417 +1,000	+2%	+$11.2K	0.16%	106
2022 Q1	$732K	Hold	65,417	–	–	0.15%	111
2021 Q4	$666K	Hold	65,417	–	–	0.14%	117
2021 Q3	$627K	Sell	65,417 -1,100	-2%	-$10.5K	0.14%	107
2021 Q2	$707K	Hold	66,517	–	–	0.16%	97
2021 Q1	$674K	Sell	66,517 -7	-0%	-$71	0.16%	95
2020 Q4	$464K	Hold	66,524	–	–	0.12%	133
2020 Q3	$361K	Hold	66,524	–	–	0.12%	106
2020 Q2	$456K	Buy	66,524 +13,000	+24%	+$89.1K	0.16%	87
2020 Q1	$246K	Buy	53,524 +39,327	+277%	+$181K	0.11%	106
2019 Q4	$182K	Sell	14,197 -4,263	-23%	-$54.7K	0.07%	150
2019 Q3	$241K	Hold	18,460	–	–	0.1%	122
2019 Q2	$261K	Sell	18,460 -256	-1%	-$3.62K	0.12%	105
2019 Q1	$288K	Buy	+18,716	New	+$288K	0.13%	87