Energy Transfer Equity shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Transfer Equity by Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $138k | 10k | 13.80 |
2023-09-30 | $140k | 10k | 14.03 |
2022-12-31 | $244k | 21k | 11.87 |
2022-09-30 | $215k | 20k | 11.02 |
2022-06-30 | $95k | 9.5k | 10.00 |
2022-03-31 | $106k | 9.5k | 11.16 |