WT Wealth Management’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
2026 Q1	$247K	Sell	12,818 -702	-5%	-$12.9K	0.07%	118
2025 Q4	$223K	Sell	13,520 -26,449	-66%	-$440K	0.06%	123
2025 Q3	$686K	Sell	39,969 -5,625	-12%	-$98.6K	0.2%	80
2025 Q2	$827K	Buy	45,594 +3,704	+9%	+$64.6K	0.24%	71
2025 Q1	$779K	Buy	41,890 +2,967	+8%	+$57.8K	0.25%	68
2024 Q4	$762K	Buy	38,923 +3,151	+9%	+$55.8K	0.24%	75
2024 Q3	$587K	Sell	35,772 -8	-0%	-$129	0.19%	80
2024 Q2	$580K	Buy	35,780 +15,667	+78%	+$246K	0.2%	81
2024 Q1	$316K	Hold	20,113	–	–	0.11%	91
2023 Q4	$278K	Hold	20,113	–	–	0.11%	93
2023 Q3	$282K	Buy	+20,113	New	+$267K	0.12%	92