WR Wealth Planners’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
2024
Q4
$570K Sell
2024
Q3
$516K Buy
2024
Q2
$513K Sell
2024
Q1
$527K Sell
2023
Q4
$489K Sell
2023
Q3
$503K Hold
2023
Q2
$455K Hold
2023
Q1
$447K Buy