Energy Transfer Equity shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $264k | 19k | 14.03 |
| 2023-06-30 | $239k | 19k | 12.70 |
| 2023-03-31 | $235k | 19k | 12.47 |
| 2022-12-31 | $224k | 19k | 11.87 |
| 2022-09-30 | $208k | 19k | 11.04 |
| 2022-06-30 | $188k | 19k | 9.98 |
| 2022-03-31 | $231k | 21k | 11.20 |
| 2021-12-31 | $155k | 19k | 8.23 |
| 2021-09-30 | $180k | 19k | 9.56 |
| 2021-06-30 | $200k | 19k | 10.62 |
| 2021-03-31 | $179k | 19k | 9.50 |
| 2020-12-31 | $116k | 19k | 6.16 |
| 2020-09-30 | $102k | 19k | 5.42 |
| 2020-06-30 | $61k | 8.6k | 7.07 |
| 2020-03-31 | $40k | 8.6k | 4.64 |
| 2019-12-31 | $68k | 5.3k | 12.83 |
| 2017-06-30 | $10k | 541 | 18.48 |