Energy Transfer Equity shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $72k | 4.5k | 16.05 |
| 2024-06-30 | $73k | 4.5k | 16.22 |
| 2024-03-31 | $71k | 4.5k | 15.73 |
| 2023-12-31 | $62k | 4.5k | 13.80 |
| 2023-09-30 | $63k | 4.5k | 14.03 |
| 2023-06-30 | $25k | 2.0k | 12.70 |
| 2023-03-31 | $25k | 2.0k | 12.47 |
| 2022-12-31 | $24k | 2.0k | 11.87 |