Zimmermann Investment Management & Planning’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
Sell
-38,973
Closed -$626K 35
2024
Q3
$626K Buy
38,973
+11,073
+40% +$178K 0.19% 75
2024
Q2
$453K Buy
+27,900
New +$453K 0.15% 87