WR Wealth Planners’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $570K | Sell |
29,117
-3,016
| -9% | -$59.1K | 0.18% | 85 |
|
|
2024
Q3 | $516K | Buy |
32,133
+520
| +2% | +$8.35K | 0.14% | 103 |
|
|
2024
Q2 | $513K | Sell |
31,613
-1,920
| -6% | -$31.1K | 0.16% | 95 |
|
|
2024
Q1 | $527K | Sell |
33,533
-1,920
| -5% | -$30.2K | 0.16% | 91 |
|
|
2023
Q4 | $489K | Sell |
35,453
-399
| -1% | -$5.51K | 0.18% | 103 |
|
|
2023
Q3 | $503K | Hold |
35,852
| – | – | 0.19% | 88 |
|
|
2023
Q2 | $455K | Hold |
35,852
| – | – | 0.18% | 96 |
|
|
2023
Q1 | $447K | Buy |
+35,852
| New | +$447K | 0.19% | 87 |
|